Our individual clients are typically entrepreneurs, corporate executives, or professionals, such as doctors or lawyers. Regardless of the means by which the wealth has been obtained, Segment addresses the universal challenges to managing that wealth by implementing realistic strategies that allow individuals to rule their money, and not the other way around.
We are often called upon to develop investment policies and plans for non-profit organizations. We often make very aggressive fee concessions for non-profits, and have provided many services pro bono. The nature of the non-profit environment only magnifies the need for stewardship, prudence, efficiency, and transparency.
We provide clients with investment management and administrative assistance during and after the estate administration period. Many wealthy clients want to leave their heirs more than just money; they want their values and strategies to endure beyond their lifetimes. A trusted family advisor can provide a critical third party link to educate and influence multiple generations.
The turmoil of a divorce often creates the need for new financial advisory relationships. It is especially important for the new advisor to be a fiduciary, since the newly independent spouse may be unskilled and vulnerable to conflicted advice. A fee-only advisor brings comfort that they are only being compensated with client fees, and not the undisclosed conflicts of interest so prevalent in the brokerage world.
Ultra High Net Worth clients often find their needs to be too complex to be handled well at traditional brokerage firms offering rigid and expensive solutions. Families with assets under $500 million may also find building out their own investment team can be daunting and equally expensive. Outsourcing these tasks to an experienced fiduciary firm with flexible and customized capabilities can provide compelling advantages over other solutions.