Talk to us Wealth Planning
Envisioning Life After Your Family Business Succession
Come to Aspiriant if you want true customization and personalization, drawing on an immense range of services. The specific blend is dictated 100-percent by you.
Every situation is different. You may be coming to us in the midst of a dramatic life change — an IPO, a major career move, a divorce or retirement. You may simply feel the impulse to get greater clarity, establish control and define the trajectory of your financial life. Either way, our two major service areas will supply you with supreme levels of support.
As your needs change, Aspiriant is designed to support those needs along your personal life path.
Aspiriant Total Wealth
Management
Aspiriant Exclusive
Family Office
To help you realize your vision for your life, we integrate financial planning, investment management and ongoing execution. Our two levels of service range from deluxe to super-deluxe.
When you join forces with Aspiriant, we hope you immediately start to experience the profound lift from what we call Total Wealth Management. You benefit from meticulous financial planning that we believe is liberating. Next, an investment strategy to help meet your long-term goals in a diversified and value-oriented approach. And finally, detailed, day-to-day implementation that mirrors your continuously evolving life.
We engage you in what we hope is a thought-provoking process to help discover your financial goals and dreams, and create a financial plan to bring them to life with clarity and peace of mind.
We work to create an investment strategy that aligns tightly with the goals defined in your financial plan. We hope our globally diversified, value-oriented investment approach results in a feeling of calm and steadiness and helps meet your long-term financial goals.
Day to day, we immerse ourselves in the nitty-gritty execution required to keep your goals and financial plan in tandem with your continuously evolving life. This can include ongoing counsel, discipline, accountability and communication through all of life’s transitions.
An elevated service experience for ultra-high-net-worth families. We become the command center for all your family’s financial operations. In addition to providing Total Wealth Management, we centralize everything from accounting and banking, to tax filing to family governance, and a lot more. No task is too sophisticated or too personal to delegate to your dedicated team of multi-disciplinary financial specialists.
