We work with high-net worth individuals from various industries and walks of life. Many have built their wealth independently overtime, but some have watershed circumstances that dictate an urgent need for prudent and sustain wealth preservation and management. These individuals have lifestyles and demands that require liquidity in the present, with an eye towards future investment and strategic financial opportunities that will allow them to live and work as they choose.
Northstar is proud to represent professional athletes, Hollywood actors and filmmakers, as well as self-made entrepreneurs and professionals, all who share limitless earning potential, but intrinsic risk whether physical or circumstantial. We are familiar with the unique financial strategies and obstacles that high-net worth individuals face, and we have a proven track record identifying and managing their specific challenges and opportunities.
For high-net worth individuals their families, extended families and those in their employ can create additional complexities that make their wealth and financial planning of critical importance. Establishing and maintaining a sound and ongoing financial plan differentiates those who sustain their wealth and success for a lifetime, while simultaneously building a legacy that will last.
To learn more about our comprehensive planning services please visit the Services section of our website.