Net Worth Asset Allocation is such an obvious place to start. It is a fundamental premise of wealth management and yet paid little more than lip service in practice.
In reality, if asset allocation is done, it is most often focused on investible assets rather than on your net worth as a whole. This makes sense from an institutional perspective because it is quick and easy, but it makes little sense for families with significant assets in cash, private equity, real estate, debt, insurance and other non-security asset classes. You need a far more comprehensive picture to direct net worth planning and decision-making.
In Net Worth Asset Allocation, we dig into all the details few others will touch and create a comprehensive picture. We also put everything into context, looking at your age, family situation, goals and risk tolerance in preparation for the subsequent planning process.
Net Worth Asset Allocation is an obvious and strategically important starting point for moving forward.
We hope you will consider this first step carefully and Contact Us to learn more.