Virtual Family Office
Consolidated Convenience
Wealth management today may be more complex than it’s ever been. At the same time, thanks to our ability to provide clients with multiple types of services virtually, it can be far easier for you.
A family office approach to business: Having immediate access to your CPA, attorney(s), and so on under one roof was a privilege reserved for the extremely wealthy. Today, however, Silberman Wealth Strategies can facilitate all the financial services the millionaire next door needs, on-demand.
In other words, we utilize an experienced team and work with the other professionals in your life to make things as streamlined and convenient for you as possible.
Here’s what you can expect:
Financial Stress Test
Financial Stress Test
Testing the assumptions of your financial plan, product or service can help confirm it’s right for you, or identify any ways it could jeopardize your goals and put you and your family at risk. (IF there’s room, I’d like to add this): High-level stress testing involves a systematic process that examines goals, changing scenarios and costs to determine the right course of action for you.
Comprehensive Financial Planning
Comprehensive Financial Planning
Our approach helps you manage your wealth comprehensively; not from one angle, alone. Our comprehensive approach requires collaboration with your other key advisors to make sure you are getting the best guidance and solutions to help you achieve all that is important to you.
Concierge Approach
Concierge Approach
Time is precious when you’re successful, so we strive to exceed client expectations regarding service and communication. In fact, we are passionate about meeting the white-glove needs of the millionaire next door, as courteously and efficiently as possible.
