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Private Wealth Management

investmentplanningWhat is private wealth management?

Private wealth management is designed to tackle the needs of individuals or families with significant wealth, or an ultra high net worth. Many that fit this criteria are looking for specialized financial advisement that matches the specialized needs and concerns they encounter due to possessing significant wealth.

Is private wealth management right for you?

Private wealth management is not necessarily clearly defined, as every individual or family will have different and unique needs. However, those who benefit from this type of financial planning may include:

  • Corporate executives
  • Business owners
  • Entertainers, actors, models, and artists
  • Those who have significant generational wealth to manage or pass on
  • Professional athletes
  • eSports or gaming professionals
  • Twitch, YouTube, or other online streaming professionals
  • Entrepreneurs
  • Recipients of a large financial windfall such as lottery winnings

What makes private wealth management different?

Allen & Company financial advisors treat all our clients, whether businesses or individuals with respect, humility, wisdom, and a high level of personal care. This type of personal wealth management focuses more on the numerous, specific challenges and risks posed by significant amounts of wealth.

Topics such as charitable giving or philanthropic efforts, managing generational wealth, estates, and succession plans are handled according to the specific needs of these individuals or families.

A lifetime of personal, tailored financial planning services

For over 85 years, Allen & Company has personally served the Florida community. Our Lakeland, Winter Haven, and  Space Coast offices today continue living our core values of dignity, honesty, and respect. We never accept the status quo, and neither do our clients.

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