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Private WealthService Offerings for AWP’s Private Wealth Clients
A Comprehensive,Outcome-Driven Suiteof Private Wealth ServicesOur unique approach to Private WealthManagement provides you with comprehensive,focused expertise across the full spectrum.Table of ContentsTrust & Estate Planning.2Charitable Giving & Philanthropy.3Asset Protection & Privacy Planning Strategies.4Tax Minimization Planning.5Investment Management.6Life and Business changes, along with new opportunities occurthroughout every year. These events impact your financial wellbeing and take on a domino effect, impacting investment risk/ returnconsiderations, tax, legal, estate, and asset protection requirementsand outcomes. We offer a comprehensive approach to managingprivate wealth across the spectrum.Retirement Planning.7Real Estate.8
Trust & Estate PlanningLet your legacyflourish.Whether you want to leave your assets to your loved ones or toyour favorite charitable organization, we can help you design yourestate planning strategy as a part of our overall family plan.Our team of estate planning professionals will coordinate andcollaborate with your legal and tax counsel to ensure that as muchas possible is transferred to your heirs.It is our goal to provide you peace of mind that when theinevitable comes, all of the pieces are in the puzzle.AWP P RIVATE WEA LT H 2
Charitable Giving& PhilanthropyGive greater.For some, charities and philanthropic activities are incrediblyimportant. We feel the same way, and can help you utilizedifferent investment and estate planning vehicles to maximizethe giving and the financial impact that you are able toprovide.Donor-Advised Funds (DAFs) are often used as areplacement to a private foundation. We will guide youthrough this process and help you execute your wishes.Charitable Trusts are a smart way to support causes thatyou believe in by integrating them directly into your estateplan. These gifts can be done more tax-efficiently for theorganizations that you care deeply about.AWP P RIVATE WEA LT H 3
Asset Protection & PrivacyPlanning StrategiesFortify your life.You’ve worked hard to accumulate your assets––we helpyou to make sure that you keep them. You can have thebest investment or financial plan but could all be fornothing if you don’t protect what you have.Our asset protection planning strategies aim to protectyour family to the fullest extent from creditors, predators,taxes, divorce, and probate.There is a vast amount of data readily available on theinternet by doing a public records search. We help ourclients structure their assets and their financial householdin such a way that it becomes more difficult to find whatthey own publicly.Our goal is to keep as much of your information out of thepublic eye using little known strategies that we will helpyou execute on.AWP P RIVATE WEA LT H 4
Tax Minimization PlanningCapture more ofwhat you earn.We strongly believe that the money you earn should stay within andbe shared with the family and not Uncle Sam. We will provide you: Proactive tax exposure management for long-term savings Strategic tax oversight Entity selection for investments through family partnerships,trusts and individuals Comprehensive tax impact projections for investmentdecisions and opportunities Family and entity structure analysis to minimize tax impactand protect assets Tax impact of executive compensation plans includingdeferred plans estimation Evaluation and implementation of trusts and similar vehicles Analysis of charitable gift planning options to maximizetax benefits Analysis of policy and tax law changes Tax planned investing Tax preparer coordination Tax document managementAWP P RIVATE WEA LT H 5
Portfolio ManagementAligning efforts toreach your goals,and yours alone.Atlantic Wealth Partners, LLC does not manufacture any products.We do not receive back-door compensation from any investmentprovider. Therefore, the portfolios we manage hold positions thatwe can objectively say are the most appropriate for our clients.Depending on the needs of our clients, we are either able tomanage their portfolios in house, or by identifying, analyzing,and monitoring institutional quality money managers (those thatmanage major endowment funds and pension plans).AWP P RIVATE WEA LT H 6
Retirement PlanningProviding yourdesired income.A large concern of many people entering retirement is replacing theirmonthly predictable income that they receive from their paycheck.We design financial plans and custom investment portfolios to meetboth your required and desired incomes needs. Navigate pension and deferred compensation plans. Navigate complicated benefits packages (ISO’s, NSO’s,Top Hat Plans, Etc.) Coordinate the compliance with various firm and SECrequirements for employees and board members of publiclytraded companies. Develop a strategic income plan with a focus on minimizingshort and long-term tax impacts. Develop reasonable projections for long-term asset valuesand income. Better protect your assets minimizing exposure to Creditors,Predators, Divorce and Taxes. Optimize investment performance and de-risking your portfolioby understanding buy/sell decisions and the logic behindyour holdings.AWP P RIVATE WEA LT H 7
Real Estate OpportunitiesFor a structurallysound portfolio.Most advisors will probably recommend that you sell propertieswithout looking at your unique situation. We believe that real estateis a vital piece of one’s investment puzzle. Insulate wealth and assets from excessive exposure to litigationfrom joint venture partners, tenants, lenders and creditors. Use little known strategies to minimize estate tax liabilities,while keeping your balance sheet strong, so you remainattractive to lenders. Save on the costs of insurance, lending and professional servicefees, as duplicate and sometimes excessive fees are able to bedrastically reduced. Manage debt maturities and shop financing alternativesto minimize interest expenses. Increase speed and ability to capitalize on new opportunitiesthrough precise cash flow management and optimization.Free up liquid resources to do more and larger deals. Objectively analyze and review new asset purchase decisionsand assist with due diligence. Optimize underlying asset investment performance andobjectively recommend assets for disposition when appropriate. Liquidate assets in the most tax-efficient manner. Review over-concentration/liquidity concerns in amarket downturn.AWP P RIVATE WEA LT H 8
Partner with us.See how our suite of private wealth servicescan benefit your unique circumstances.Request a consultation at:Or, call us at:atlanticwp.com/contact561.632.0566STEVE OLSON, CFP , AEP TAD SACHECK, AAMS CEO, Family Wealth AdvisorHead of Insurance, Family Wealth Advisorsteve@atlanticwp.comtad@atlanticwp.comGREGG BRANT, CFP , APMA ANNA STROHSAHL, CFP Family Wealth AdvisorChief of Staffgregg@atlanticwp.comanna@atlanticwp.comMARK DOMASHHead of Real Estate759 Parkway Street, Suite 201Jupiter, FL 33477mark@awprealestate.comAtlantic Wealth Partners, LLC is a Registered Investment Adviser. This is solely for informational purposes. No advice may be rendered by Atlantic Wealth Partners, LLC unless aclient service agreement is in place.
Atlantic Wealth Partners, LLC is a Registered Investment Adviser. This is solely for infor-mational purposes. No advice may be rendered by Atlantic Wealth Partners, LLC unless a client service agreement is in place. 759 Parkway Street, Suite 201 Jupiter, FL 33477 TAD SACHECK, AAMS Head of Insurance, Family Wealth Advisor tad@atlanticwp.com
