Individual Services

Like those standards incorporated by responsible Fiduciaries,
we seek to manage individual assets the same way.

Our services include:

  • Vision Planning


  • Family Office Planning


  • Risk Profilng


  • Asset Management


  • Estate Planning [1]


  • Tax Strategies [1]


  • Lending Services [2]

Our goal is to serve your Family Office, offer a complete
menu of options and take advantage of professional alliances
to completely serve your needs.

 


 

[1] Wachovia Securities is not a legal or tax advisor.

[2] Lending Services are available through banking and non-banking subsidiaries of Wachovia Corporation, including, but not limited to Wachovia Bank, National Association and Wachovia Bank of Delaware, National Association. All loans are subject to credit approval. Wachovia Bank and Wachovia Bank of Delaware
are equal housing and opportunity lenders.