Wealth Management
USA-centered clients
For clients with $750,000 or more in investable assets, we offer comprehensive financial planning and investment management together in a service package. Service packages scale up to meet your needs depending on the complexity of your situation. Each service package includes a given amount of investable assets (e.g. Ascent includes the first $500K) with a discounted rate that applies to assets over the included amount.
All fees quoted are in USD

Additional Services

Global Mobility includes:
- US Entry/Departure Checklist
- Global Mobility Planning (PFICs, Investment structuring, Overseas tax impact)
- HEART expatriation test
- HEART Expatriation Minimization Strategy
- Coordination with CPA/Lawyer
Business Owners Services includes:
- Exit/Succession Planning
- Buy/Sell Analysis
- Retirement plan setup
- Coordination with CPA/Lawyer
- Advanced Tax/Risk Management Strategies (Arete pays for delegation)
Retirement Distribution Management includes:
- Retirement glide-path rebalancing
- Personalized retirement risk analysis
- Assessment of retirement income style (SWR, time-segmentation vs income portfolio)
- Reconfiguration of portfolio for retirement income / Income Conductor style
- Tax aware account distribution (Arete pays for delegation)
- Longevity annuity analysis and recommendation
Investment Management Only
AUS-centered clients
For clients who have at least $500K USD of investments and are not seeking a comprehensive wealth management engagement (typically Australian based clients with U.S. investments), we offer investment management as a standalone service offering.
All fees quoted are in USD
