high net worth wealth management Orange County

Wealth management is a comprehensive approach that looks at everything involved to provide a one-in-all management solution. Our umbrella of services includes tax planning, financial planning, and extensive investment diversification to meet all your goals and maximize your overall results. Our high-net-worth wealth management in Orange County manages the liability that could happen in the project and finds a neutral spot for your interests down the line.

How Wealth Management Works For High-Net-Worth Individuals

There are no rules to how you should manage wealth, but high-net-worth individuals should use expert tools that cater to their higher incomes. Good wealth management services for high net worth individuals has the potential to pass down a fortune to the right heirs, enhance your earning power and reduce liabilities that reduce or ultimately damage your long-term growth. The following is a list of services for high-net-worth individuals and businesses.

Better Investment Tools

Ultra high wealth portfolios include multiple commodities and assets which produce a considerable amount of money with each transaction. Our investment system is designed to work around such assets, including rare investments like digital assets, art, hedge funds, and trusts. Businesses with chains of property businesses can benefit from our various investment plans, which create a plan for every single system. Hence, things run more efficiently with a slight loss in the overall ROI.

Plan Your Retirement

Contrary to popular belief, you cannot live an extraordinary life as a senior by simply taking out money from your savings account. Upon retirement, the biggest issue is whether you can still maintain the same lifestyle and deal with unprecedented issues like inflation. You may not achieve this if you still have debt, run a financially risky business, and face medical complications that always throw away your money.

High net worth management determines how much volatility you can handle on your finances to have a smooth transition from the working life to living as a comfortable senior.

Manage The Taxes

Filling your taxes is the more straightforward thing to do when running a business. However, high net worth clients are in a different kind of complication because they have intricately challenging tax affairs.

For example, a single business owner is subject to a completely different tax bracket than the couple owning the same business. You want to work with top wealth management firms that can work out your tax issues to find legal loopholes that exempt you from substantial tax bills.

Why Should You Choose Standing Oak Advisors?

Our wealth management team helps establishes the skills that will help your financial goals and consider them for each one of your investment assets. Financial advisor firms work with you closely to understand the objectives you have set for the business and formulate strategies that will oversee all operations stay stable or thrive during rough market situations or transitions. We would love to have a sit down with you about your individual or business operations, so feel free to contact us online to book a personalized consultation on financial planning and wealth advisory services.

high net worth wealth management Orange County

Standing Oak Advisors


high net worth wealth management Orange County

1440 North Harbor Blvd.


View Larger Map