planning & advisory

We start by getting to know you as a person. Your goals, your challenges, and what you hope to accomplish with your wealth. Next, we get to work immediately, looking at all aspects of your financial life. Our work encompasses reviewing your statements and investment allocations, portfolio holdings, estate plans, tax situation and planning structures - providing you with counsel on every element of your financial life. We also collaborate with your outside advisors to make sure it all runs smoothly, and in accordance with your goals and needs. Our objective is to help you feel calm and in control while we help you manage real-life challenges you experience.

  • Financial Planning Next Section

    We review your cash flow and liquidity needs as well as any short-term objectives you have. If resources are needed to execute, Ashfield has access to best-in-class providers who are ready and willing when needed.

  • Business Planning Next Section

    Many families who own a closely-held business understand that the business can be their greatest asset. We help with challenges such as succession planning, governance, voting shares and post-sale challenges.

  • Estate and Tax Next Section

    Working with your estate attorneys and tax professionals, we make sure your investments and transfer objectives are met, while minimizing the toxic effects of tax drag.

  • Philanthropic Giving Next Section

    Many of our client families wish to concentrate their philanthropic giving with intentional preparation and estate planning that will ensure their legacy will endure as they wish. When philanthropic giving is performed thoughtfully with meaning and purpose, it can go further, increasing the general impact of the family’s wealth. We work with family members to establish a vision and purpose for their wealth, and then help them create a giving plan to execute.

  • Banking and Lending Next Section

    Families need banking. We help them find the bank that is right for their needs. Whether capital funding for a business, or lending for real estate investments, or general private banking, we tap into our extensive network of best-in-class banking resources to meet the unique needs of our client families.

  • Insurance Next Section

    How much is enough? How much is too much? We help our clients navigate the often-confusing universe of insurance, giving them the information they need to make knowledgeable decisions to ensure their financial risks are covered.

Financial Planning

We review your cash flow and liquidity needs as well as any short-term objectives you have. If resources are needed to execute, Ashfield has access to best-in-class providers who are ready and willing when needed.

Business Planning

Many families who own a closely-held business understand that the business can be their greatest asset. We help with challenges such as succession planning, governance, voting shares and post-sale challenges.

Estate and Tax

Working with your estate attorneys and tax professionals, we make sure your investments and transfer objectives are met, while minimizing the toxic effects of tax drag.

Philanthropic Giving

Many of our client families wish to concentrate their philanthropic giving with intentional preparation and estate planning that will ensure their legacy will endure as they wish. When philanthropic giving is performed thoughtfully with meaning and purpose, it can go further, increasing the general impact of the family’s wealth. We work with family members to establish a vision and purpose for their wealth, and then help them create a giving plan to execute.

Banking and Lending

Families need banking. We help them find the bank that is right for their needs. Whether capital funding for a business, or lending for real estate investments, or general private banking, we tap into our extensive network of best-in-class banking resources to meet the unique needs of our client families.

Insurance

How much is enough? How much is too much? We help our clients navigate the often-confusing universe of insurance, giving them the information they need to make knowledgeable decisions to ensure their financial risks are covered.