High Net Worth Planning

Our wealth management strategies for high net worth individuals and families ensure clients can preserve what they've built and continue to strive towards their financial goals for generations to come. From tax-efficient investing strategies and custom portfolios to accessing our vast network of tax professionals and insurance and retirement services, we have the expertise and resources to support your wealth.

When you work with GVA Wealth Management, you gain access to a broad range of subject matter expertise and technology-backed capabilities for:

• Customized financial planning
• Estate and philanthropic planning
• Tax planning efficiency
• Creative insurance solutions

Managing, growing and protecting wealth can be a challenge, especially for high net worth individuals with global, diverse portfolios and assets. Whether you’re a private company owner, public company executive, entrepreneur, private equity partner, venture capitalist or an individual or family who inherited wealth, you need integrated wealth services to help create wealth that endures, and GVA Wealth Management is the perfect place to start.