Skyline Wealth Strategies Family Office
Providing Lifestyle, Confidence, and Fulfillment to our Clients through personalized Family Office Wealth Advisory.
Personalized Family Office
The Consult
Talk to one of our team members via the phone so we can learn about your unique financial situation and make a plan tailored to your individual needs.
Lifestyle - Appt #1
In this in-person meeting, we’ll perform a deep dive into your situation, confirm your concerns, and verify objectives. This will be a crucial time to reinforce your top goals.
Confidence - Appt #2
Now that we are armed with the information about you and your situation that we need, we will present our custom plan, and share results from Riskalyze and the Retirement Analyzer Reports.
Fulfillment - Appt #3
During the Fulfillment Appointment we present your final plan and start our lifetime relationship. We will review your plan together and make sure we’ve checked all the boxes before officially welcoming you to the Skyline Family!
During the Fulfillment Appointment, we will review the final plan together and make sure we’ve checked all the boxes. This marks the official start of our partnership together!
The Delivery
This is the last stage of the process where we present the final portfolio based on our previous appointments with the goal of setting you up for financial success!
Wealth Management
Wealth management can mean different things to different people. Our services include investment planning, institutional wealth management, alternative investments, wealth preservation, risk management, and more. What sets us apart is our private lending, real estate, and private equity services.
At Skyline Wealth Strategies, we feel that in order to manage your wealth completely, each of these components needs to be analyzed, and more importantly, they need to be integrated with each other to meet your unique goals.
A complete investment strategy is key to a confident retirement. Diversifying your assets helps allow for the best chance to achieve your goals. Depending on your risk tolerance, we will help create a custom portfolio for your needs, factoring in inflation protection and wealth preservation. Our wealth management, combined with our income planning strategies, allows you to focus on living your dreams instead of stressing about your portfolio.
Retirement Planning
Everyone’s dream retirement looks different. For some, it is spending time with grandchildren, working a part-time job, exploring new hobbies, traveling to new destinations, or volunteering in your free time. In order to achieve that life, it is crucial to start planning today.
Sometimes it is not easy to visualize the retirement stage of life, especially when it’s years away. Our goal is to help you complete the retirement puzzle, know the right questions to ask, and address issues so that you can achieve financial independence.
Our process covers everything from income planning, long-term care planning, Social Security maximization, guaranteed income, life insurance, and more. It is designed to make sure that nothing is overlooked so that you can feel more secure in your future. No matter where you are in life, we provide guidance and tools to help you prepare for retirement.
We have designed a comprehensive retirement plan that sets up multiple income streams designed to be distributed with strategic timing, providing you with the money you need when you need it. Combined with a tax-efficient distribution strategy, your retirement savings will be built to last.
Tax Planning
Taxes are probably one of the single largest expenses you will pay in your lifetime, yet we spend so little time considering ways we can keep Uncle Sam out of our pockets. At Skyline Wealth Strategies, we take an integrated approach to financial planning, one that includes tax minimization strategies utilizing the right specialized professionals to help. Every financial move you make has tax implications, so having a comprehensive retirement plan work in lockstep with tax-smart investment strategies is vital.
Remember, it’s not only what you make, it’s what you keep!
We will help you find the most appropriate answers to questions such as:
- How will distributions affect my taxes?
- How much of Social Security is taxable?
- Am I eligible for a reduction in local property taxes?
- Should I consider a Roth conversion?
Private Equity
When stock markets see volatility and talks of recession are stirring about, you may be looking for alternative investment opportunities. Private equity investments may be your answer. Private equity refers to capital investments made in companies that are not on the public markets. Access to vetted private equity investments means that a broad swath of investment opportunities opens up for you.
At Skyline Wealth Strategies, if you are an accredited investor, we offer private equity exposure to your portfolio, allowing you to invest in companies that are not subject to broader market swings and may have the qualities of growth or stability you look for in your portfolio.
Private equity is a lot different than regular market investing. That’s why we’ll work with you to assess if private equity investments can be a part of your portfolio, and how they can work best for you.
Estate/Legacy Planning
Planning your legacy can have many moving parts and can be complicated. It’s important to make sure you have your estate plan worked out. Otherwise, your money could go to someone you didn’t plan for it to go to, and your loved ones could have more taxes than planned due to estate taxation. Our strategic partnerships make estate & legacy planning part of Skyline Wealth Strategies’ strengths in preparing for your future.
An air-tight estate plan allows you to take control of your legacy now, providing you the peace of mind to genuinely enjoy your retirement. We make sure all your legacy and estate information and preferences are up to date and work in conjunction with the other aspects of your retirement plan.
After discussing your goals, we will analyze the existing pieces of your plan to identify gaps and room for improvement. A well-designed plan can alleviate anxiety and secure your legacy for generations to come.
