Wealth, simplified
AWM's Private Wealth team offers sophisticated, personalized solutions designed to meet the unique financial needs and aspirations of each client. Our integrated team of seasoned experts collaborates to deliver holistic advice and tailored strategies to meet your unique individual needs. Clients enjoy concierge-level services, ensuring meticulous attention to detail and proactive management of their financial affairs.
Comprehensive Services
Highly Bespoke solutions
One integrated team
Concierge-level service
Bespoke Private Wealth Management for Discerning Aviators
Bespoke services tAILORED TO meet your every need
Trust & eSTATE PLANNING
We provide affluent individuals and families with comprehensive solutions to manage, protect, and transfer their wealth. We understand that each client's financial situation and legacy goals are unique, which is why we offer personalized strategies tailored to your specific needs and objectives.
Investment management
We provide customized investment solutions to help you achieve your financial goals, preserve your wealth, and create a lasting legacy. Tailored specifically to the sophisticated needs of each individual and family, our investment management strategies incorporate strategic and tactical asset allocation and prudent diversification. Our approach combines personalized attention, in-depth market knowledge, and a commitment to excellence.
iNCOME TAX PLANNING
We offer sophisticated tax strategies to minimize liabilities, optimize cash flow, and enhance wealth preservation, ensuring compliance with current tax laws and maximizing after-tax income at the federal, state, and local level.
Insurance & asset protection strategies
For those with extraordinarily high net worth, wealth management is as much about conservation and protection as it is about growth. We provide tailored strategies to mitigate complex risks, protect assets from potential threats, and enhance overall financial security.
business owner advisory services
Many extremely affluent families have extensive interest in businesses. From establishing a business, through its sale and beyond, AWM will work with you to create a roadmap of advisory services to help you realize your goals and achieve your vision of success.
fAMILY eNTERPRISE SERVICES
AWM’s family office personnel are dedicated to managing your finances and executing all the ancillary services that entails. From establishing and staffing a new family office, to overseeing the orderly dissolution of a long-time family office as wealth is transferred to the next generation, we seek to provide unmatched expertise.
nEXT gENERATION weALTH pLANNING & Education
Being an heir to extraordinary wealth brings unique challenges that don’t often come with a roadmap. To prepare the next generation of your family to navigate their role responsibly, we provide education that is tailored to each family’s needs, comfort level, and financial sophistication.
TAKE BACK YOUR TIME!
Personal cfo services
For many of our clients, simplifying the complexities of wealth extends far beyond Wealth Management. We offer a set of value-added services that can provide clarity and confidence in coordinating your total balance sheet.
Private aviation
Aircraft acquisition, maintenance, and operations can be cumbersome and time consuming. Allow us to create a plan for your aircraft ownership that simplifies the process and maximizes the financial impact and tax savings of your purchase.
Risk management
Through our deep knowledge of the risks paramount in the lives of high-net-worth households, we create a risk management plan that conserves and protects wealth. Our detailed exposure evaluation and customized asset protection programs will ensure your risks are accounted for.
lifestyle services
To aid our clients in maximixing their enjoyment of life, AWM offers a unique set of services and concierge support for managing and coordination of luxurious leisure activities around the world. We handle the time-consuming coordination and scheduling duties, you enjoy your time!
fAMILY services
AWM’s family services are carefully crafted to steward the growth and success of the multigenerational family and the assets and structures which sustain their wealth. From family business, to family foundations, our services are catered to fit the complex needs of wealth families.
