1230 Rosecrans Avenue, Suite 350
Manhattan Beach, CA 90266
Ph: 310.531.1021
Toll Free: 833.SALIENT (833.725.4368)
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Private Wealth Services

Salient Wealth Planning Group private wealth services and techniques are designed and offered for clients with assets between $20 million and $500 million. We will meet multiple times throughout each year working with families to continue to navigate the challenges of managing the family wealth.

Once the appropriate strategies have been implemented on a well-thought-out wealth plan based on your values and goals - The following services will be available:

  • Quarterly meetings to review portfolio performance
  • Quarterly meetings to review estate plan
  • Ongoing future planning for estate
  • Strategic asset allocation rebalancing
  • Review of tax strategies
  • Ongoing portfolio and market analysis
  • Coordination of planning with existing advisors, i.e. CPA and estate planning attorney
  • Income tax supplement
  • Work with tax team to assist in filing of 709 gift tax return and 706 estate tax return
  • Assisting in coordination of appraisals for real estate and business assets
  • Coordination of asset purchases and sales to children and grandchildren
  • Coordination of appropriate accounts for estate planning implementation
  • Assisting in estate settlement process for surviving spouse
  • Assisting estate settlement process for children and grandchildren
  • Continued wealth planning and wealth management for children and grandchildren