Building the Future You Envision
Affluent individuals and families require an exceptional level of financial acumen, expertise and service to handle their increasingly complex needs. SteelPeak Wealth Private Client provides bespoke guidance and care to our clients that have entrusted us with a minimum of $5mm. Private Clients enjoy exclusive, custom investment planning and wealth consulting, privileged access to special events and an elevated level of personal attention and high-touch service.
Private Client Group
Family
Office
Grow and transfer wealth across generations
Corporate Trustee Services
Ongoing trust administration for your estate
Philanthropic
Planning
Using wealth to give back via Foundations or Donor Advised Funds
Exclusive
Strategies
Custom portfolios using advanced options strategies
Business Succession and Continuity
Plans for business changes
Lending
Solutions
Access liquidity from your portfolio’s value without liquidating assets
Tax
Strategies
Detailed tax planning
Custom
Reports
Additional reports such as cash-flow and quarterly tax updates
Quarterly
Reviews
Review your goals and progress
Professional
Referrals
Access to outside Trusted Advisors
Exclusive
Events
Meet other SteelPeak clients and like-minded people