Complex Case Partnerships
Expand your scope. Strengthen client relationships. Deliver next-level advice.
Our team brings more than two decades of combined experience serving UHNW individuals to the practice, and we have refined our skills to offer a highly sophisticated, in-depth planning experience. We specialize in onboarding, planning, and servicing ultra-complex cases, and we partner with other advisors and teams who are searching for our infrastructure and capabilities in serving this unique demographic.
When you partner with Washington Wealth Group, your clients will receive the same level of personalized service we offer our own clients. They will have an entire team of dedicated professionals working on their behalf, and we will collaborate with you extensively to ensure a seamless, client-focused experience.
WWG Experience
Tenured Experience
With more than 25 years of combined experience, we have extensive insight into the financial worlds of UHNW individuals and families. We deliver a custom-tailored, sophisticated planning experience that suits these clients’ unique needs and circumstances.
Highly Credentialed
Our highly credentialed team is equipped with specialized experience in complex planning. We place a high value on education, and continually expand our knowledge to best serve clients.
Refined Service Model
We provide a distinctive experience that ensures clients feel heard, understood, and valued. We have spent more than two decades refining our service model, enlisting professional coaches to hone our unique process.
Typical Partner advisor Profile
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Seeking sophisticated solutions for clients with complex circumstances
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Advisors who aspire to serve clients with balance sheets in the $20M - $500M range
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Holds high fiduciary standards and prioritizes relationships
Our Focus
With our extensive experience and strategic alliances, we offer in-depth support for a variety of complex planning scenarios. We’ll coordinate with you and your client to develop a custom-tailored strategy that aligns with their unique risk tolerance, goals, and timeline. Some of our areas of expertise include:
Advanced Estate Planning & Funding
We coordinate and collaborate with highly rated estate attorneys located in multiple jurisdictions to develop sophisticated estate plans, ensuring each detail is tended to with specificity and care. We leverage integrated planning, philanthropic, and wealth replacement strategies to ensure a smooth and tax-efficient transfer of assets to future generations.
Access to unique Investment Opportunities
We have a direct and intentional focus on staying at the cutting edge of the industry. Our investment management offerings focus on risk-adjusted returns and serve our clients with advanced capabilities. We have a long history with alternative investments that includes private equity, structured notes, hedge funds, social impact strategies, direct hedging strategies, and more.
Executive Benefits Optimization
We help clients maximize the opportunities offered through deferred compensation and qualified retirement plans and other executive benefits. With our extensive experience and hands-on approach, we provide tailored strategies that ensure clients’ plans align with their goals.
Robust Investment Due-Diligence Process
As investment advisor representatives, we act as fiduciaries for our clients. All of our actions are centered around upholding our clients' best interest, and our due-diligence process seeks to ensure that all strategies that are put into place are thoroughly vetted.
Stock-Based Compensation Plans
We specialize in helping clients navigate and maximize the benefits of equity compensation strategies for executives and employees. We provide expert guidance on navigating and maximizing the benefits of various equity instruments, including:
- Restricted Stock Awards (RSAs)
- Restricted Stock Units (RSUs)
- Incentive Stock Options (ISOs)
- Employee Stock Purchase Plans (ESPPs)
Our comprehensive approach ensures that these valuable components of our clients' compensation packages are seamlessly integrated into their broader wealth management strategy, enhancing long-term financial outcomes and mitigating potential risks.
Philanthropic Planning
We offer strategic philanthropic planning services, helping clients achieve their charitable goals while maximizing tax benefits. Our tailored approach ensures clients’ philanthropic efforts align with their values and make a meaningful impact on the causes cared about. Some of our areas of specialty include family foundation governance, tax planning, investment policy statement creation, grant making strategies, and outsourcing private foundation operations.
Legacy Cultivation & Protection
Our team takes a holistic approach to legacy planning, aligning each client's wealth transfer strategy with their overarching purpose and family values. Through our proprietary Family Summit process, we facilitate multi-generational engagement, fostering open dialogue and shared understanding. This approach seeks to ensure:
- Seamless transition of both financial assets and family values
- Cultivation of financial literacy across generations
- Development of a cohesive family vision for wealth stewardship
As your advisors, we strive to maintain long-term partnerships with families, providing continuity and insight to support and enhance their evolving legacy across multiple generations. Our commitment extends beyond wealth preservation to encompass the nurturing and advancement of the family's broader societal impact and cultural heritage.
Meet Our Team
Meet Our Partner Advisors
Alternative investments often are speculative and include a high degree of risk. Investors could lose all or a substantial amount of their investment. Alternative investments are appropriate only for eligible, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time. They may be highly illiquid and can engage in leverage and other speculative practices that may increase the volatility and risk of loss. Alternative Investments typically have higher fees than traditional investments. Investors should carefully review and consider potential risks before investing.
Past performance is no guarantee of future results. Actual results may vary. Diversification does not assure a profit or protect against loss in a declining market.
Alternative investments involve complex tax structures, tax inefficient investing, and delays in distributing important tax information. Individual funds have specific risks related to their investment programs that will vary from fund to fund. Clients should consult their own tax and legal advisors as Steward Partners Investment Solutions, LLC does not provide tax or legal advice.
Interests in alternative investment products are only made available pursuant to the terms of the applicable offering memorandum.