Whether you’re starting a family or planning to retire, looking to fund your children’s or grandchildren’s education or the purchase of a vacation home, seeking to address health care needs or transfer the family business to the next generation, you need a wealth plan. We work with our clients to create this roadmap to their future, adapting to changing circumstances over time, helping clients achieve—and protect—their goals.
INVESTMENT MANAGEMENT & SERVICES
We help clients define an investment strategy tailored to their goals, then help them make informed investment choices from among our expansive investment platform, including proprietary and third-party offerings across every market and asset class, including alternative investments.
ESTATE PLANNING & WEALTH TRANSFER
Estate planning can help preserve your assets, reduce taxes for your heirs, and unlock opportunities for future generations and your charitable pursuits. We leverage specialists in trusts, insurance, philanthropy and family dynamics to help clients develop estate and wealth transfer plans customized to their needs.
CASH MANAGEMENT & LENDING SOLUTIONS
How you borrow and manage cash can be as important to the success of your wealth plan as having the appropriate investment strategy. As a core part of Red Reef’s approach to wealth management, we offer clients a comprehensive suite of cash management and lending solutions to integrate their day-to-day needs with their long term ambitions.