Jun 2, 2022
A Welcome Plan for Success
As your wealth grows, so do the complexities involved with managing it. This is especially true when it comes to wealth management for LGBTQIA+ individuals and their families.
Consider that, even seemingly simple decisions like how to combine finances, start a family, or even where to retire can involve additional complexities for the community. In order to truly protect and provide for the people you love, every decision needs to be carefully considered alongside appropriate state and federal laws (and often company policies).
A profoundly different wealth management experience
At CI Private Wealth, we have deep experience in navigating the complexities that come with growing wealth, the family dynamics, personal challenges, and legal and cultural biases facing so many of us and our loved ones today. We combine the personal experience, extensive knowledge, and objective advice with the resources and vast intellectual capital of an industry leader to create a profoundly different wealth management experience for EVERY client.
Focused on your unique needs
We take pride in supporting LGBTQIA+ individuals and their families by creating custom wealth plans designed to:
- Build—and protect—the future you always dreamed of for yourself and your loved ones
- Provide both the discipline and flexibility needed to meet the seen and unforeseen curves that life (and changing laws) may throw your way
- Help ensure that you control who steps in to manage your health, inherit your wealth, and care for your children when you cannot
Building the right team for you
We spend time getting to know you and your goals, both personal and financial, in order to identify wealth advisors with the right mix of expertise and experience that we believe will best meet your needs of today and tomorrow. We work closely with your estate planning attorney and accountant to ensure that all decisions work in concert to help you reach your unique objectives.
Wealth management designed to fit the needs of everyone
At CI Private Wealth, we provide holistic advice and coordinated strategies for your entire wealth picture—no matter how complex it may be.
