What is integrated wealth management?
In our view, integrated wealth management is the simultaneous examination of all the relevant components of managing your wealth, including family dynamics, entity structure, cash flow, tax attributes and risk, with the objective of reconciling these all toward the optimal quantitative and qualitative solutions required for you to achieve your goals. It requires a diverse array of technical expertise, the discipline to adhere to a thoughtful process, and a team of professionals dedicated and skilled at working toward that goal. It is a discipline that is talked about by many, but executed by very few.
Quintile specializes in integrated wealth management, and offers a full suite of sophisticated in-house services that include Investment Advisory, Income Tax Planning & Compliance, Estate & Trust Planning, Philanthropy, Risk Management, and Bill Pay and Expense Management. The services we offer are delivered through our goals-based planning and Wealth Allocation process.
In many cases, we serve as our clients' completely outsourced family office and provide them with our full suite of services. In other cases, we team with existing advisors by tailoring our services around their existing expertise. Our primary consideration when defining a service engagement is whether we will be able to successfully execute the value propositions of providing integrated wealth management services to a client for a fair fee. Our advice is given in a comprehensive context and we measure success in terms of you attaining your overall objectives.
