Who We Serve

Segment Wealth Management provides personalized, tax-efficient wealth management services for high-net-worth individuals and families. Our clients typically have a net worth of $5 million or more and seek expert guidance to manage complexity, preserve capital, and create lasting financial legacies. Our U/HNW wealth management firm serves those who value clarity, discretion, and deeply aligned investment strategies across every stage of wealth.

Entrepreneurs & Business Owners

We work with entrepreneurs and private business owners navigating high-growth ventures, liquidity events, or succession planning. These clients, including women entrepreneurs, benefit from strategic asset allocation, tax suppression, and long-term wealth preservation designed to align personal and business interests.

Corporate Executives & C-Suite Leaders

Our executive clients often hold concentrated equity, deferred compensation, or stock-based rewards. We help simplify complex holdings, reduce tax exposure, and structure wealth in alignment with long-term family and philanthropic goals.

Private Equity General Partners & Executives

We advise private equity professionals managing carried interest, illiquid investments, and variable income. Our approach focuses on estate coordination, charitable planning, and converting success into multi-generational wealth.

Attorneys

We serve high-earning attorneys, including Am Law 200 partners, who face complex compensation structures and time constraints. We offer customized strategies for wealth preservation, tax planning, and intergenerational planning.

Medical Professionals

From high-income specialists to private practice owners, our medical clients rely on us to streamline wealth management. We assist with liquidity planning, charitable giving, and protecting wealth built over decades of expertise.

Divorcees

We offer expert wealth management for divorcees, supporting settlement structuring, cash flow planning, and protecting long-term financial independence.

Trustees, Executors, Heirs & Beneficiaries

Managing inherited wealth comes with responsibility—and opportunity. We support trustees, executors, heirs, and beneficiaries through every stage of estate transition. From investment oversight and trust planning to education and long-term wealth stewardship, our team helps ensure assets are preserved, protected, and positioned for lasting impact.

Outsourced Family Offices

We serve as a fractional family office for families requiring sophisticated oversight without internal infrastructure. Our work includes consolidated reporting, estate structuring, investment management, and philanthropic advisory.

Take the Next Step

You have complex wealth. We have the clarity and strategy to help you manage it. If you’re a business owner, executive, professional, entertainer, investor, or inheritor with $5 million or more in net worth, let’s talk.

Segment Wealth Management offers the tax-efficient, high-touch wealth management you’ve been looking for.