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:
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:
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.
- 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.