Wealth Advisory

Proactive, comprehensive,
consistent.

We believe that active, thoughtful advice can make a real difference in the ability to achieve desired outcomes.

Client Services

 

Stewardship

We are here to discuss the opportunities and challenges that wealth brings to families.  We get to know you and your family to understand and advise based on your needs and our collective experience.

Asset Protection

We can assist in insurance review and planning and the strategic acquisition, titling, and ownership of assets to mitigate exposure to plaintiffs and creditors.

Tax planning

Income, gift, estate, and GST taxes are barriers to the efficient growth and transition of wealth.  We partner with clients and their team of professional advisors to design and implement mitigation strategies.

 

Philanthropy

Structuring and implementing the right plan can make all the difference in the impact and longevity of your charitable efforts.  We bring design and implementation experience to make your charitable legacy a reality.

Exit Planning

For business owners, selling or transitioning a business may well be the biggest decision one makes.  Plan ahead, learn from our experience and benefit from EQV Advisory’s wisdom.

Legacy

We have planned and administered estates and foundations, we have assisted successive generations maintain and manage wealth.  We are equipped to guide you in shaping and leaving your legacy.

 

Our Advisory Process

 

Discover and Review

  • Needs, opportunities, growth appetite and transfer intent. 

  • Income sources, liquidity needs, debt, financing lines, charitable desires, special circumstances. 

  • Complete review of estate plan, income and gift tax returns, beneficiary designations, and relevant contractual agreements.

 

Formulate a Plan

  • Use observations to make clear recommendations. 

  • Detail options to make clients feel empowered to make informed decisions. 

  • Make both subjective and quantifiable short-term, medium-term, and long-term goals.

 

Execute Plan

  • Clearly define success. Monitor deliverables. 

  • Assist with third party service providers: lenders, insurers, tax and legal advisors. 

  • Take the burden off the client whenever possible.

 

Monitor and Fine Tune

  • Measure progress to plan. 

  • Respond to ad hoc questions and remain flexible. 

  • Stay abreast of relevant personal, legal, tax and financial events with respect to impacts on clients.

 
WORK WITH US →
 

“We are at a unique moment in time where we can bring to bear decades of experience with decades of runway.”