Private Wealth Solutions
HENNESSY
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HENNESSY
Private Wealth Solutions
We have one goal...... To simplify your financial affairs, now and for the future. Wealth should create opportunities and should never be a burden.
Our Process Proven Results
Introductry Consultation
Establish objectives and overview of your financial situation. Decide if and where we can assist and add value
Monitoring and Reporting
Continual Monitoring, Reporting and Analysis with transparent communication with all service providers
Strategic Planning Session
Meeting with the necessary intermediaries and professionals to decide on a strategy and implement plans
Services
Banks and Investment Managers
The central pillar of your Financial life. It pays to get this right from the beginning by anticipating future needs.
Alternative Investments
As passive investing has become so widespread many are looking to non-public markets in VC, Real Estate and PE to diversify and expand their portfolio
Trusts, Structures and Estate Planning
Protecting your assets and making plans to pass it on to the next generation is crucial to your peace of mind.
Mortgages, Credit, Equity Release
Asset rich and cash poor. Sound familiar? Many of our clients experience financing difficulties because of liquidity constraints