HIGH NET WORTH PLANNING
The needs of high and ultra-high net worth families are often multi-faceted and complex. With thoughtful attention to detail and a commitment to delivering superior service, Olympia Wealth and Life Management offers intelligent investment strategies that create value by helping to simplify clients’ financial lives and providing them the freedom and flexibility to pursue other life interests.
As fiduciaries for our advisory clients, we are required to always act in the best interest of their advisory clients, and they endeavor to become a family’s wealth steward. Through a forward-thinking approach, they offer scalable solutions that may be utilized by multiple family members.
Services can include financial planning, tax-efficient investment strategies, consolidated performance, and tax reporting on all asset classes. Furthermore, families often rely on us to coordinate their financial affairs with third-party representatives, such as CPA’s, attorneys, estate planners and insurance providers.