True "Wealth Management" is about far more than managing your investments. After developing a deep understanding of your goals, interests, family relationships, assets and other advisors, it then must include advanced planning tactics for optimizing:
Wealth Enhancement seeks to achieve the best after-tax, investment returns consistent with your tolerance for investment risk.
Wealth Protection seeks to protect your wealth from the potential claims from creditors, litigants, future ex-spouses as well as children's spouses.
Wealth Transfer seeks tax-optimized transitions of wealth to your children and their decendants.
Charitiable Giving seeks to achieve your charitable goals in a manner that may simultaneously enhance, protect and transfer your wealth.