WEALTH PLANNING

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When you decide to work with Delegate, we typically begin with housekeeping. We work to simplify your financial life, and make sure your existing relationships remain a productive part of the process.

We do not compete with your existing providers… we work with them.

Our clients count on us to handle every detail of their financial lives. We work with your accountant, your estate planning attorney, your insurance broker – anyone one involved in the management of your wealth – to ensure the right hand talks to the left and they are all working in tandem towards your financial objectives.

 

ESTATE TAX & INCOME

WEALTH PLANNING OBJECTIVES & STRUCTURES

CASH MANAGEMENT

RISK MANAGEMENT

SITUATION ANALYSIS