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Private Client Group

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