Our mission is to help you achieve your financial goals and preserve your wealth for future generations. As a valued client, we will guide you through our step-by-step process to develop a customized investment and estate plan tailored to your specific needs.
Estate
Planning
Welcome to Globus Capital Advisors, your trusted partner for comprehensive investment banking and estate planning solutions.
Estate Planning
Initial Consultation
Our journey begins with an initial consultation, where we aim to understand your financial goals, investment preferences, and risk tolerance. During this meeting, we will also assess your estate planning needs, including wealth transfer strategies, tax minimization, and legacy planning.
1
Comprehensive Financial Analysis
Our experienced team of professionals will conduct a thorough analysis of your current financial situation, including your assets, liabilities, income, and expenses. This allows us to identify any gaps in your portfolio and determine the most suitable investment and estate planning solutions for you.
2
Investment Strategy Development
Based on the information gathered, we will create a personalized investment strategy that aims to maximize returns while minimizing risk. Our approach incorporates a range of asset classes, such as equities, fixed income, and alternative investments, to ensure a well-diversified portfolio tailored to your unique requirements.
3
Estate Planning
We recognize the importance of preserving your wealth for future generations, which is why estate planning is an integral part of our services. Our team will work closely with you to develop a comprehensive estate plan, including the creation of wills, trusts, and other legal instruments. By considering factors like tax implications, asset protection, and charitable giving, we strive to create a plan that reflects your values and legacy.
4
Implementation
Once we have developed a comprehensive investment and estate plan, we will present our recommendations to you for approval. Upon your agreement, our team will execute the necessary transactions, set up the required legal structures, and ensure that your estate plan is properly implemented.
5
Ongoing Monitoring & Review
We believe in building long-term relationships with our clients, which is why we continuously monitor your portfolio and estate plan to ensure they remain aligned with your evolving needs. We will conduct periodic reviews, adjust your investment strategy, and make recommendations for changes in your estate plan when necessary.
6
Frequently Asked Questions
What is estate planning, and why is it important?
Estate planning is the process of arranging for the management and disposal of a person’s assets during their lifetime and after their death. It involves creating legal instruments such as wills and trusts to ensure that your wealth is preserved and transferred according to your wishes. It is important because it helps to minimize taxes, avoid probate, and protect your assets from creditors and lawsuits.
What is involved in the initial consultation?
The initial consultation is an opportunity for us to get to know you, and understand your financial goals, investment preferences, and risk tolerance. We will also assess your estate planning needs, including wealth transfer strategies, tax minimization, and legacy planning. During this meeting, we will answer any questions you have and provide you with an overview of our estate planning process.
What happens during the comprehensive financial analysis?
Our experienced team of professionals will conduct a thorough analysis of your current financial situation, including your assets, liabilities, income, and expenses. This allows us to identify any gaps in your portfolio and determine the most suitable investment and estate planning solutions for you.
What is involved in investment strategy development?
Based on the information gathered, we will create a personalized investment strategy that aims to maximize returns while minimizing risk. Our approach incorporates a range of asset classes, such as equities, fixed income, and alternative investments, to ensure a well-diversified portfolio tailored to your unique requirements.
What services do you offer as part of estate planning?
Our estate planning services include the creation of wills, trusts, and other legal instruments. We also provide advice on tax implications, asset protection, and charitable giving, and work with you to develop a comprehensive estate plan that reflects your values and legacy.
How is the estate plan implemented?
Once we have developed a comprehensive investment and estate plan, we will present our recommendations to you for approval. Upon your agreement, our team will execute the necessary transactions, set up the required legal structures, and ensure that your estate plan is properly implemented.
How often will my estate plan be reviewed?
We believe in building long-term relationships with our clients, which is why we continuously monitor your portfolio and estate plan to ensure they remain aligned with your evolving needs. We will conduct periodic reviews, adjust your investment strategy, and make recommendations for changes in your estate plan when necessary.
How can I get started with estate planning services?
Contact us today to schedule your initial consultation and start your journey to financial success. Our team is ready to guide you through our step-by-step process to develop a customized investment and estate plan tailored to your specific needs.
These are just a few common questions and answers about Estate Planning. If you have more specific questions, it’s always best to consult with your Globus Capital advisor who can guide you through the process.
