Wealth management
Let's make the most of your money while protecting you from risk and tax exposure. Our holistic approach to wealth management brings all the facets of your financial picture together. From singular services to an all-encompassing plan, Concerto brings harmony to your life and lifestyle.
Family considerations
Financial considerations are certainly paramount to Concerto's service offerings, but we take it much further than that. Based on your family's needs and goals, we'll help you structure sophisticated plans for education, philanthropy, lifestyle enhancements, and more.
Risk management & reporting
Our team will guide you through the steps to mitigate risk while working towards maximizing your overall financial performance. Along the way, we'll keep you informed with robust reports that give you a clear view of your overall picture as well as the finer details.
The Concerto Approach
Custom solutions bring harmony to your life and lifestyle
Concerto harmoniously coordinates the professional resources of UBT’s $40 billion Wealth Management division, preferred and proven outside specialists, and your existing trusted advisors to develop solutions for exclusive individuals, families, and businesses.
Wealth management
Trust one of the largest, most experienced Wealth Management teams in the region for expert financial, investment, and estate administration guidance.
Wealth transfer planning
Leave a legacy that lasts generations. We’ll help you define and develop objectives, establish legal and tax strategies, and use financial modeling to protect your assets.
Trusteeship services
You’ve worked hard to accumulate your wealth, and we can help you transfer it with the best possible outcomes for you and your beneficiaries.
Family continuity & education
We’ll help craft governance and education plans and coordinate family meetings. We can also provide coaching, mentoring, and leadership training.
Family philanthropy
Your family’s legacy matters. We can help organize multi-generational philanthropic objectives as well as personal giving programs for each family member.
Lifestyle enhancements
We’ll handle tasks such as paying bills, managing property, arranging travel, and other concierge services to simplify your family’s busy life.
Liability & Risk Management
Mitigate risk while maximizing your overall financial performance
Our team will guide you through the steps to analyze and optimize these key risk management components:
- Property & Casualty Insurance assessment
- Life Insurance analysis
- Carrier solvency reporting
Comprehensive Reporting
See your situation clearly with expert insight
Our Client Information Management reporting includes a comprehensive consolidated financial report as well as thorough performance reporting. One of our experienced team members (like Nate!) will go over your reports with you and help you optimize your accounts so that you’re making the most of your wealth. You’ll have a clear view of the overall picture and the finer details it comprises — all backed by expert guidance from a team that’s invested in your success.
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