HIGH NET WORTH PLANNING
The needs of high and ultra-high net worth families are often multi-faceted and complex. With thoughtful attention to detail and a commitment to delivering superior service, Parkview Partners offers intelligent investment solutions that create value by simplifying clients’ financial lives and providing them the freedom and flexibility to pursue other life interests.
As fiduciaries, Stratos Advisors are required to always act in the best interest of their clients, and they endeavor to become a family’s wealth steward. Through a forward-thinking approach, they offer scalable solutions that may be utilized by multiple family members.
Services can include financial planning, real estate investment strategies, tax-efficient investment strategies, consolidated performance, and tax reporting on all asset classes, and lending solutions. Furthermore, families often rely on us to coordinate their financial affairs with third-party representatives, such as CPA’s, attorneys, estate planners and insurance providers.