At the heart of our approach sits a deep understanding of you and your vision of success.
Even though we are headquartered in Chicago, we work with individuals and families from around the world. Regardless of which stage of life you are in, our advisors will help you define your goals and create a strategy that positions your finances to achieve them.
From investment vehicles, tax planning and asset allocation to securing your children’s future, our focus is on helping you ensure the right balance between living a comfortable life today and leaving a legacy for tomorrow.
By getting to know you on a deeper level, we are able to customize your financial plans and address your needs across all of the following areas:
Wealth planning
- Protection
- Preservation of your wealth
- Leverage
- Credit lines
- Financial confidence
Portfolio management
- Customized investment strategies
- Risk management
- Diversification
- Position strategies
- Hedging
Access to alternative investments
- Private equity
- Venture capital
- Private credit
Estate and Trust planning
- Strategic advice
- Tax efficiency
- Protect assets
Multi-generational planning
- Financial education
- Teaching the basics of the market to the next generation
- Mentorship
- Long-term investing
Philanthropy
- Donor advised funds
- Foundations
- Charitable grants
- Philanthropic strategies
Succession planning
- Strategic advice on family governance
- Setting up family offices
- Orderly and tax-efficient transfer of wealth within your family
- Establish trusts and foundations
- Ensure your wishes and values are reflected
Behavioural science insights
- Understand the role of bias
- Identify and challenge limiting beliefs
If you would like to talk to us about how we can help you achieve your goals, please send an email to info@curawealth.com.
