Private Client Services
Personalized wealth management solutions for discerning individuals
Personalized wealth management solutions for discerning individuals
At Parallel Advisors, we provide a comprehensive suite of services designed to meet the complex needs of high net worth individuals. Explore our service offerings below.
Asset allocation, investment strategy, ESG/SRI investing, performance reporting, risk tolerance review and tax efficiency.
→Life insurance guidance, disability and long-term care insurance, incapacity and survivor planning, plus health insurance and Medicare advisory services.
→Plan design, fiduciary assistance, fee analysis, investment evaluation, fund selection and employee engagement programs.
→Corporate trustee services, estate settlement, management of oil/gas/mineral rights, real estate and agricultural services and philanthropic planning.
→Investment Policy Statement creation, spending policy design, UPMIFA compliance, portfolio construction and Development Committee partnership.
→Income tax planning, tax return preparation and comprehensive tax return review services.
→Preliminary disclosure preparation, scenario planning, cash flow analysis, settlement proposal evaluation and implementation support.
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