Managing Significant Wealth

For clients of substantial means, Symboliq Wealth Management provides an experience that is both powerful and personal. When you have created or inherited substantial wealth, you face daily decisions about your immediate needs, your longer-term goals, and your aspirations for future generations.

As Private Wealth Advisors and Family Office Consultants, we offer the access, perspective and, most importantly, the passion to help our clients pursue what is possible today and for generations to come. Whether it involves securing a portion of your finances so that they can be handed down to your children or other family members, putting all the money into a trust fund, expanding philanthropic efforts, or even specifying that a project or property should go to someone special or a non-profit, we can help you. Our deep history with affluent multigenerational families means we have the experience you need to unlock opportunities, preserve wealth, and create the continuity you desire.