​
Philadelphia Investment Partners
  • Home
  • About US
    • Your CFO's
  • The PIP Difference
    • The PIP Difference
    • Family Wealth Solutions
  • Client Login
  • Know Your Risk
  • Contact Us

Family Wealth Solutions

In addition to our unique investment solutions, Philadelphia  Investment  Partners, LLC  provides  "Family Wealth Solutions" to high-net worth individuals & institutions at the $5 million minimum account level. Below are some of the various solutions and services we offer:
​
  • Cash Management Services; 
  • Customized Leveraging Capabilities;
  • Client Tailored Dynamic Hedging Strategies;
  • Trust Administration and Private Banking Services;
  • Assistance with Balance Sheet & Tax Preparation;
  • Wealth Transfer Advice & Transition Planning;
  • Tax efficient vehicles;
  • Investment Banking Capabilities;
  • Strategic Life Insurance Solutions;
  • Next Generation Wealth Education;
  • Philanthropic Advice
​
Our Family Wealth Solutions are designed around for overarching goals and to meet client's needs at every life stage.  Family, Individual & Business owners benefit from PIP's solutions to the following stages of wealth:
​
  • Growing Wealth
  • Protecting Wealth
  • Leveraging Wealth
  • Transferring Wealth
​ 
As investors at this level require and demand the highest level of service, Philadelphia Investment Partners, LLC is committed to limiting this offering to a select number of investors.

Copyright © 2017 PIP, LLC.  All rights reserved.                                                                                             Phone: 856-210-6779 • Fax: 856-210-6789 • Email: info@piplp.com