INDIVIDUALS

Wealth Management

"Nothing recedes like success" — Walter Winchell

That's why successful people engage in wealth management. If you own a business or have accumulated assets in excess of $5 million, then the subject of wealth management may be of interest to you.

Wealth management is a sophisticated form of financial and estate planning. It utilizes specialized financial expertise to help you plan the succession of your business, retain key executives, protect your assets from liability, distribute your estate to your family and/or charity, both on an inter vivo and testamentary basis, and to minimize the erosion of your property through estate tax planning strategies. Each of these topics is complex, and requires legal and tax planning, as well as investment management expertise. With over 30 years' experience and a team of experts (see Bios) from diverse professions, we at Tisch Investment Advisory Incorporated are uniquely qualified to help you understand the opportunities available to you. We have nothing to sell and we approach the wealth management process from your perspective, rather than the perspective of a sales organization. We will help you understand the playing field and develop a planning strategy.

Our services are rendered on a fee for service basis. We do not sell any products and we avoid conflicts of interest.

We invite you to talk with us during a no fee initial consultation. If you would like to retain our services, we will develop a planning schedule and an estimate of the cost. Please call us to arrange an appointment.