Inlet Private Wealth® offers comprehensive solutions to our clients’ financial circumstances, challenges and aspirations. Each client engagement begins with a holistic review process to understand their unique financial needs, desires and goals. We then analyze their current financial situation and use this information to structure a detailed plan to help meet their financial objectives.
Investment Management
We customize wealth management solutions to help achieve the unique investment goals of each individual client. Our independent approach attempts to prudently preserve and grow the wealth of our clients by diversifying their investments intelligently, emphasizing tax-efficiency and ensuring that expenses remain fair and transparent.
Trust And Estate Administration
We work collaboratively with trust and estate attorneys, accountants and other external members of a client’s wealth management team to help them pass on their legacy according to their wishes. We structure and administer their wealth to protect confidentiality, help ensure proper care of family members, fund charitable causes efficiently and incentivize responsible inheritance. Read More
Philanthropic Planning
We help clients maximize the charitable impact on the causes they believe in by optimizing the tax advantages of their charitable gifts.
Tax Planning
We employ a strategic and disciplined approach to investing a client’s wealth to help maximize after-tax investment returns. We also work collectively with clients, their trust and estate attorneys and their accountants to minimize and mitigate income, estate and gift taxes.
Family Education and Governance
We assist families in uniting behind a common vision and then help prepare all members for their roles in realizing a family’s mission. Patriarchs and matriarchs come to us for guidance on estate planning, retirement and generational wealth transfers, and we educate the generations that follow about responsible budgeting, spending, inheritance, philanthropy and their legacy.