Private Wealth Management
"There are two times in a manís life when he should not speculate:
when he canít afford it and when he can."
Regardless of how you have acquired wealth, be it through building a business, as a bequest from a close friend or relative, from a legal settlement, or even from a sudden windfall like a lottery, you will need specialized advice to efficiently manage these assets. Our financial advisors will work closely with your tax and legal advisors to design, implement, and monitor your assets throughout the various stages of your life. At Stifel, we help you gain insight and perspective into the different ways that you may grow, enjoy, and pass accumulated wealth on to your heirs. Below we have listed some common strategies that may be helpful to individuals managing high net worth assets.
Risk Management Strategies†for Concentrated Stock Positions
Restricted Stock (Rule 144)
Estate Planning Strategies
Managed Futures Programs