Overview

For Retirement Plan Sponsors

For Nonprofit Organizations

For Wealthy Families

For Wealthy Families

Wealthy Families need to protect assets from the ravages of excessive taxation, inflation, and unwarranted investment risk. They need to not only provide for future generations, but also educate their heirs to, in turn, become prudent stewards.

Realizing that individuals' needs differ from those of institutional clients, The Wealth Office™ offers several unique capabilities. We are committed to exceeding your expectations.

Our team draws upon the same analytical tools and resources available to our large institutional clients. In addition, we pay special attention to issues such as estate, retirement, and tax planning which can make or break an individual's investment strategy. Drawing on years of experience in the financial industry, the professionals of The Wealth Office™ provide objective, cost-effective solutions.

Planning is important, but the real key is execution. The members of The Wealth Office™ want to understand each phase of your life and make the portfolio adjustments necessary for each of those phases. Our clients not only want performance, but also up-to-the-minute advice on the issues that affect their portfolios. We are here to help.

We help clients improve all areas of portfolio management by providing services that include:

• Cash Flow Projection
• Tax Efficiency Analysis
• Asset Allocation Studies
• Investment Policy Review/Development
• Investment Manager/Fund Search
• Fee Analysis & Negotiation
• Performance Evaluation
• Estate Liability Analysis
• Gifting Programs

Please contact Mike Benoit at mbenoit@dimeoschneider.com or 312-853-1000 x 105 for more information on The Wealth Office™'s services.  Mike Benoit's bio.