Private Clients / Family Offices
Unique Needs Require Customized Strategies
Whether your wealth has grown from entrepreneurship, inheritance, or another path, skillfully managing your financial future gives you the means to shape your lifestyle around the passions and purposes that inspire you.
This is the space where Centurion Strategic Advisors can help you excel. We know that financial health is about more than simply safeguarding your assets and building your portfolio. We open the door to sophisticated financial expertise and breakthrough insights that enable us to provide highly personalized investment strategies. We will help you achieve your vision going forward.
International Diversification
Diversification is the cornerstone of risk management. This is not only true regarding choice of asset classes but also what jurisdictions hold assets. There are several foreign jurisdictions that offer benefits that may be appropriate in some situations. Limiting activity to only one jurisdiction may be a mistake. We take a global approach when the benefits are aligned with our clients goals.
A Family Office without the Expense
It is not uncommon for a traditional Family Office to have annual operating expenses of up to 2% of their net worth. Centurion Strategic Advisors will treat you as a Family Office at a fraction of the costs associated with such an endeavor.
Common Needs
- Wealth Management
- Trust Services
- Charging Order Protection Entities (both foreign and domestic)
- Asset Preservation Strategies
- International Banking
- Foundation Management and Charitable Giving
- Tax Efficiency
- Real Estate Services
The Process
- We create a detailed outline of your goals and objectives
- We conduct a forensic examination of your current situation
- We develop a strategic plan designed to help achieve your goals and objectives
- We present you with the plan, flow charts and projections
- We help you implement the plan as you dictate