Société Générale Private Wealth Management – PillarWM
As a high net worth or an ultra-high net worth individual who has invested a lot of time in amassing millions worth of liquid wealth, you probably want to ensure that your wealth is being managed with the utmost care and expertise. For this, you need to work with a competent private wealth management firm like Société Générale Private Wealth Management, which will work hard to manage, grow, and secure your wealth. If you want to learn about some effective wealth-building strategies for portfolios with $5 million to $500 million in liquid assets, you should start by requesting a free copy of our hardcover book, 7 Secrets to High Net Worth Investment Management, Estate, Tax and Financial Planning For Families With Liquid Investable Portfolios Between $5 Million and $500 Million.
STRATEGIES FOR FAMILIES WORTH $5 MILLION TO $500 MILLION
The insights you’ll discover from our published book will help you integrate a variety of wealth management tools with financial planning, providing guidance for your future security alongside complex financial strategies, so your human and financial capital will both flourish.
Clients frequently share with us how the knowledge gained from this book helped provide them tremendous clarity, shattering industry-pitched ideologies, while offering insight and direction in making such important financial decisions.
Pillar Wealth Management is an independent, fee-only wealth management firm. We offer fiduciary investment and financial management services to families and individuals who have liquid wealth between $5 million and $500 million. Our wealth managers have been catering to the financial needs of high net worth and ultra-high net worth individuals for more than thirty years. We safeguard your wealth and enhance portfolio strategies to make sure you can attain all your long- and short-term financial goals and reach the point of financial serenity. Click here to schedule a no-obligation meeting with one of our wealth managers to start discussing your financial objectives.
Table of Contents
What Is Private Wealth Management?
Private wealth management refers to a set of specialized investment advisory services that combines various financial services to address the needs of affluent clients. It follows a consultative process where the advisor determines the client’s specific situation and wants, and then formulates a tailored strategy that uses an extensive range of financial and investment products and services.
Generally, private wealth management follows an all-encompassing approach. To meet the unique and complex needs of a client, a vast range of services such as retirement income planning, investment suggestions, estate planning, tax services, and accounting are usually offered. While the fee may differ across private wealth management, generally it is based on the individual’s assets under management, abbreviated as AUM.
Private wealth management services typically focus more on the client’s long-term goals than their short-term financial objectives. With this thorough approach, you can have a clear plan to live the life of your dreams. In addition, private wealth management services will fortify your financial situation by helping you attain your goals associated with your assets and wealth.
At Pillar Wealth Management, our goal is to enhance the financial standing of affluent individuals by incorporating estate planning, tax management, risk management, retirement planning, and other individual wealth management services.
So, if you need advice on how to invest your wealth or are stuck in the middle of a tax issue, we have the experience, expertise, and knowledge to cater to your needs. To find out more about how we can secure and grow your wealth, sign up for a free meeting at our website!
Benefits of Private Wealth Management
Using private wealth management services can significantly enhance your financial situation. Here are some of the benefits of private wealth management.
1. Assistance with Investment Management
Being an affluent individual, you might wish to expand your investment portfolio by investing more. To do this, you have two options – invest more in the financial products you already have or invest in totally new financial products. While the second option can help you maximize your gains, it can expose you to a higher degree of risk. Thus, if you invest in a new or unfamiliar market without doing your homework properly, you can end up with an exorbitant level of risk.
Thankfully, a private wealth management company can help you grow your investment portfolio while minimizing the risk. The professionals at these companies spend a lot of their time studying the financial markets and evaluating their trends. Consequently, this makes them experts in offering investment recommendations. A top wealth management firm can help you pick the best investments to safely improve and grow your investment portfolio. Make sure to read our guide here to get more information regarding some proven portfolio growth techniques.
2. Better Risk Management
Risks are inherent to almost every investment product. Because of this, risk management is a vital component when it comes to expanding your investment portfolio and mitigating your losses. In fact, the greater your net worth, the more work you need to put in to minimize your risk. At Pillar Wealth Management, our wealth advisors utilize various strategies to lower risk. For example, we run portfolio stress tests and use extensive historical data before finalizing any investment decision.
Through these tactics, we make sure you stay within your risk threshold and attain the highest possible performance. For more information regarding the significance of risk management, order a free copy of The Art of Protecting Ultra-High Net Worth Portfolios and Estates – Strategies for Families Worth $25 Million To $500 Million.
3. Lower Costs
An experienced private wealth advisor will use a comprehensive and organized approach to lower your costs. The professionals at Pillar Wealth Management achieve this in multiple ways. For example, we help you achieve the right balance between passive and active investment approaches. This reduces the amount you need to pay as capital gains tax and ultimately reduces your cost.
We can also help you achieve the highest level of benefits from tax shelters to successfully lower your tax burden. Apart from that, we can even minimize costs like bond sale spreads, internal expenses, advisory fees, and commissions. Don’t forget to peruse our guide Improving Portfolio Performance and discover more ways in which can help you lower your costs.
Société Générale Private Wealth Management
Société Générale Private Wealth Management provides investment solutions to large institutional and private investors. It’s backed by an international network and benefits from a wide range of expertise. This allows Société Générale Private Wealth Management to work closely with its clients.
Joint Asset Management
Société Générale Private Wealth Management has also developed the Luxembourg UCITS Moorea Fund Sicav, allowing access to Société Générale Private Banking management expertise in bonds, equities, absolute performance, and multi-asset categories. Moorea has assets of approximately €2 billion along with seventeen sub-funds.
Asset Management Services
Société Générale Private Wealth Management provides an array of services that reflect the characteristics of its house – team spirit, professionalism, and innovation.
This philosophy sets the tone for the firm’s everyday decision-making, allowing it to provide a distinctive style of wealth management, continuously adjusted to suit its clients’ requirements and expectations. By executing solutions that aim to provide portfolio security and transparency, the firm aims to make its clients’ assets and wealth sustainable.
Third-Party Management Firm Services
Société Générale Private Wealth Management also provides management firm services to asset management advisors to facilitate them in developing a presence efficiently and quickly.
The firm’s wide-ranging solution assists them in setting up and structuring their investment portfolios.
Société Générale Private Banking
Société Générale Private Banking is part of the Société Générale Group (France). It is present in 11 countries, primarily in Europe, with assets under management worth €119 billion and more than 2,500 employees as of the end of September 2017.
Clients of Société Générale Private Banking benefit from the global presence, vast expertise, and strength of Société Générale Group. Present in all major geographical zones and currencies, the firm seeks to offer its clients a vast range of opportunities wherever they reside. In all its offices, Société Générale Private Banking has investment specialists and local private bankers who work with clients to understand their priorities and aspirations.
It offers wealth management and private banking products and services. Société Générale Private Banking depends on a network of specialists, including asset allocation and investment advisors, wealth engineers, financing experts, and dedicated portfolio managers.
The employees at Société Générale Private Banking cater to ultra-high net worth clients and offer them services that include wealth management, private banking, pension planning, family governance, real estate finance, succession planning, jet or yacht finance, portfolio management, and investment management.
Five Reasons to Choose Société Générale Private Banking
Here are five reasons to choose Société Générale Private Banking –
• Worldwide expertise in wealth management
• Holistic wealth management services
• Talented and experienced teams of professionals
• Relationships based on discretion and trust
• High-quality tailored services.
Pillarwm Asset Management Advisor
Many asset management companies provide services such as stock selection, portfolio monitoring, portfolio strategies, and asset allocation. In fact, some asset management firms even offer financial advisory services to affluent individuals.
If you have $5 million to $500 million in liquid assets, then Pillar Wealth Management can offers you the guidance and assistance you need to allocate your wealth across various assets and investment categories. We can enhance your investment portfolio by maintaining the perfect balance between financial security and risk, synchronizing your investment decisions with your retirement and estate planning goals.
Here is a list of reasons why you should work with an asset management advisor from Pillar Wealth Management.
1. Curate a Comprehensive Asset Allocation Plan
The asset management advisors at Pillar Wealth Management will schedule regular meetings and consultations with you. Through these meetings, we will learn about your financial and personal needs, time horizons, risk tolerance, and most importantly your investment goals to curate a high-performing asset allocation plan for you. We will help you accomplish your long-and short-term objectives and assist you in making intelligent investment decisions so you can get the highest possible returns.
Our primary goal is to secure your assets and increase your wealth in the long run. To start off with a relevant and tailored asset allocation strategy, click here to schedule a meeting with us.
2. Track and Rebalance Your Portfolio
Your investment portfolio and strategy are heavily dependent on your financial objectives, which can change with time. Hence, it only makes sense that your investment portfolio should also change to precisely reflect your evolving financial and personal goals. At Pillar Wealth Management, we are highly aware of the importance of rebalancing your investment portfolio and will efficiently regulate it to keep up with your changing goals.
Economic declines, market slumps and other significant life events like marriage, divorce, having children, or contracting a severe illness can impact your goals. In times such as these, rebalancing your investment portfolio secures you from any unpredictable losses and enhances your portfolio performance to create high returns.
3. Design an Investment Plan that Matches Your Particular Needs
At Pillar Wealth Management, our goal is to design an investment strategy for you that’s totally in line with your needs and goals. This means we evaluate your financial circumstances, time horizons, risk aversion, personal values, and future aims. A customized investment plan is a key component of accomplishing your objectives and making sure you have a financially sound future.
4. Combine Passive and Active Investment Management
Active and passive investment management are essentially two ways to invest your wealth. Both these investment approaches have certain pros and cons. For example, active investment management can lead to high investment performance but at the cost of higher management fees, risks, and taxes.
Alternatively, passive investment management replicates the market index and focuses on creating long-term profits with reduced risks. This leads to reduced taxes and fees. To learn more about the difference between the two investment strategies, request a free copy of our book, 7 Secrets to High-Net-Worth Investment Management, Estate, Tax, and Financial Planning.
At Pillar Wealth Management, we aim to strike the perfect balance between active and passive investment strategies to help you attain the best of both worlds. Thus, you can enjoy high investment gains while taking on minimal risk and sustaining minimal costs.
Work With Pillar Wealth Management
At Pillar Wealth Management, we are skilled at taking practical steps to improve your portfolio performance while safeguarding your assets and wealth. We can design a completely personalized portfolio for your objectives, goals, and requirements to help you accomplish financial serenity. Talk to us to receive the most appropriate asset allocation strategy today!
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