A Firm Understanding: Private Client Group
Private Client Group is really two services: developing a sound strategy and then managing against that strategy as it evolves over time. At Duncan-Williams, we work closely with clients to assess their current situation, their goals and how we can help them achieve those goals in the long-term while addressing immediate and medium-term needs. That planning starts with discussions on the topics below and leads to a detailed recommendation on the perfect blend of financial instrument to provide you with a secure future.
In the planning process, Duncan-Williams, Inc. works with you to evaluate your needs through a series of meetings to discuss:
- Net Worth
- Retirement Planning
- Asset Allocations
- Disability Insurance Planning
- Risk Tolerance
- Estate Planning
- Education Planning
- Life Insurance Planning
On a more detailed note, we offer trust administration that gives high-touch support for specialized transactions, including corporate stock option exercises, sales and transfers of restricted stock, and loans against restricted stock. In qualified circumstances, you may also access additional liquidity solutions, such as collars, variable prepaid forwards, and The Bank of New York asset management and alternative investments for high net-worth investors, including hedge funds and private equity offerings.
Don't hesitate to start planning for your family's future. Call us today at 800-827-0827.