Financial Education We believe that every family has unique and personal wealth planning needs. As such, we strongly emphasize a goals-based approach to wealth planning. Once goals are defined and established, we can move forward with educating clients on the various tax, estate, and investment implications of their financial planning decisions. We will also dig deeper on the areas of concern.
Trust & Estate Planning Strategies We address the needs of your estate, including helping families implement estate planning strategies. This also includes legacy planning, charitable giving, gifting, or assisting with family governance and wealth planning concerns. We will work closely with Stifel’s estate and tax planning professionals as well as your legal and tax advisors to find cohesive, integrated strategies that suit your particular planning needs.
High Level of Communication We are always available to discuss your concerns and changing needs. We will thoroughly review every aspect of your needs as well as your emotional biases toward investing. We take a thoughtful, long-term approach in an effort to minimize common behavioral mistakes, such as bias toward recent market results and herd mentality. We understand that lives change and financial plans need to be flexible and adapt to changing goals and changing market environments.
Wealth Management and Investment Advisory Services Our firm’s unique investment platform, robust resources, and due diligence capabilities allow us to offer customized traditional and alternative investment portfolios. Stifel offers a broad array of high-quality private assets, such as: private equity, venture capital, 1031 exchange traded funds, hedge funds, tax-deferred strategies, and structured investments.
Trust and fiduciary services are provided by Stifel Trust Company, N.A. and Stifel Trust Company Delaware, N.A. (collectively Stifel Trust Companies), wholly owned subsidiaries of Stifel Financial Corp. and affiliates of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Unless otherwise specified, products purchased from or held by Stifel Trust Companies are not insured by the FDIC or any other government agency, are not deposits or other obligations of Stifel Trust Companies, are not guaranteed by Stifel Trust Companies, and are subject to investment risks, including possible loss of the principal invested. Stifel Trust Companies do not provide legal or tax advice.