Preserving your wealth through sustainable solutions

Wealth management, wealth creation and money management strategies built at Zeifmans are rooted in our long history, entrepreneurial culture, and client knowledge. Every strategy begins with an in-depth discovery phase. We gain an understanding of your objectives and family profile to develop a detailed picture of your complete financial situation. Only then do we present options on how best to achieve your wealth creation goals.

In developing a personalized strategy, we place wealth preservation in the foremost position of priority. To accomplish this end, we craft investment strategies that encompass significant returns on a risk-adjusted basis. In every case, this involves minimizing taxes and assisting in selecting the best manager to implement your strategies.

To help you make the best decisions possible, we detail all of the options open to you within the bounds of the current regulatory environment. Once fully apprised, you can choose the route that best suits your situation, goals, and your tolerance for risk.

Our team can help you by:

Acting as your family financial advisor, providing insight and strategic planning.

Managing day-to-day transactions, including cash flow, budgeting, and banking.

Crafting a succession plan that meets your individual needs.

For more information about wealth management, please contact us using the form below.