You have worked hard to build your nest egg and enjoy retirement. Achieving this true
wealth and lasting financial success that can be passed on to the next generation requires a
coordinated approach with all your financial professionals that goes beyond traditional
investments. Introducing Wealth Orchestrated, a secure application that empowers mass
affluent families to harness the power of a private family office, previously accessible only to
the ultra-wealthy. Streamlining collaboration across your financial advisor, CPA, attorneys,
and insurance consultants, Wealth Orchestrated allows you to oversee your assets and the
professionals that you work with, ensuring a prosperous legacy for your children and heirs.
Wealth is a complex concept that is intertwined with various aspects of our lives.
Traditionally, families of means rely on separate professionals for guidance in different
areas. Wealth Orchestrated offers your family the benefits of a private family office, enabling
your trusted advisors to work in concert to manage and preserve your assets and business
affairs. This comprehensive approach ensures your family’s financial well-being.
Wealth Orchestrated empowers your existing trusted professionals to collaborate and share
a common vision—one that’s highly attuned to your unique circumstances. With Wealth
Orchestrated you and the financial professionals that you work with will have far greater
control over your assets—and will expend far less effort—when everyone involved with your
investment, tax, and legal affairs are connected and coordinated. You’ll feel secure having
an on demand, full-picture of every aspect of your wealth while knowing that guidance on
diverse matters will be coordinated by those financial professionals on your team.
Concierge Financial Advice Through One Portal
Individually, your family’s trusted advisors are highly accomplished professionals who draw
upon their own expertise as well as the lessons learned through their clients’ dynamic lives.
When brought together by Wealth Orchestrated, your team will share a 360-degree view of
your family’s circumstances. Wealth Orchestrated transforms your financial team into a
think tank of experts always aligned in the best interests of your family, and always fully
informed of your circumstances.
By bringing together your entire financial life into Wealth Orchestrated, and granting access
to your financial team, you’ll gain ease of mind from having the continuity of your trusted
professionals at your side.
Key Features
Secure, SOC 2 cloud-based dashboard to view your assets, business affairs,
responsibilities, tax situation, and potential risks.
- Document vault for two-way sharing with the professionals on your team.
- Permission each financial professional to access specific information.
- Grant access to your children.
Free Trial
Interested in a free trial of Wealth Orchestrated? Click the link below to start.
https://wealthorchestrated.com/totv/