If you’re an accomplished entrepreneur, you have unique financial needs. You’ve spent significant resources and taken many risks creating your wealth. If you’ve had a liquidity event or are in the process of a liquidity event, protecting your wealth while maximizing your resources is critical.
Virtus Private Wealth Management works with entrepreneurs who have a minimum of $5 million in net worth and $2 million in investable assets to help them judiciously achieve their objectives with flexibility and simplicity. We spend a significant amount of time and resources getting to know our clients and their families to help them:
- protect the wealth they’ve created
- gain peace of mind regarding their complete financial picture, including both liquid and illiquid assets
- plan for a divestiture
- minimize taxes
- create a legacy for the next generation
- maximize philanthropic activities
List of services
Virtus differentiators
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