At RA Bench, wealth management is the comprehensive and dynamic process of putting income and assets within their proper context. We’re concerned with how assets ought to be owned, employed, and finally, what kind of legacy will be created – and for whom. Once the foregoing is known, we know how the portfolio should be invested; and how best to execute the proper strategy.
We think most firms that purport to be in the business of wealth management are compromised by their lack of independence; are biased based upon their core business: banking, insurance, or securities brokerage; or operate outside and without access to the deal flow and products generated by the world’s largest financial institutions – this is the case with most financial planners and investment advisors.
RA Bench helps clients articulate their concerns and objectives, and establish priorities. We help identify the optimal structures to actually hold the assets that provide the means to finance the client’s objectives. We provide thoughtful and skilled intermediation between the client, other advisors, and the financial marketplace. We also provide personal financial management for those who desire the very best in service - and who know the difference between bookkeeping and discriminating service.
RA Bench is also the advisor of choice for many of the senior executives of successful organizations because of the firm’s familiarity with deferred compensation, stock options and other arrangements commonly used to retain and reward key decision-makers. We understand the complexity of hedging, trading plans, and the tax and regulatory considerations that overlay financial planning and execution for executives. We are retained by a number of firms to assist their top people so they can better focus on the demands of their business or profession.
