At Sachs McKenzie, we specialize in offering bespoke wealth management services to high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals. Our comprehensive, global approach to managing wealth ensures that your financial legacy is preserved, your investments are strategically managed, and your lifestyle needs are fully supported.
Our private wealth management service is built around a deep understanding of your personal and financial goals. We work with you to craft a highly individualized strategy that encompasses asset management, tax planning, estate preservation, and philanthropic advisory. Our solutions are designed to preserve and grow your wealth while aligning with your long-term vision.
With a dedicated team of experienced advisors and a global network of specialists, we offer unparalleled insight and access to the world’s leading financial markets. Whether you seek to diversify your investments, protect your assets, or plan for future generations, our approach is focused on providing solutions that are as unique as your financial profile.
We design and manage investment portfolios that align with your risk tolerance, financial goals, and market opportunities.
Preserve your wealth for future generations with strategic tax and estate planning services.
Maximize the impact of your giving through tailored philanthropic strategies.
Comprehensive support for managing your family’s financial affairs, including governance, reporting, and asset allocation.
