Private Vista’s experienced advisors collaborate with clients to examine their goals and recommend life choices that focus on the financial wellbeing of their families long into the future.
With an eye on simplifying the most complicated financial issues, Private Vista’s professionals specialize in presenting solutions to difficult situations faced by retirees, business owners, corporate executives, professionals and individuals who are going through life’s most challenging transitions, such as divorce or death of a spouse.
Women, of course, fall into any of the above referenced situations that Private Vista helps with, but notably we have a team of professionals focused on helping women address the challenges and opportunities within their individual financial situation. We understand women view and approach their wealth differently. Our advisors have extensive experience acting as a trusted sounding board to provide specific services and advice that empower women to embrace and engage with their wealth.
Our team takes a collaborative and education-focused approach with women to provide them with the tools and guidance, so they make financial decisions that positively impact the people and organizations they care about for generations to come.
Private Vista helps resolve complicated planning challenges for business owners by delivering strategic insight and investment recommendations. Our professionals guide on business creation, growth, restructuring and ultimately exits, all with an eye towards making sure these decisions align with the personal goals of their owners.
Our specialists help business owners analyze operational strengths, design retirement plans, evaluate succession plans and buy-sell agreements, establish valuations, create key person incentives and evaluate compensation options.
While they are often well paid, start-up and corporate executives have ambitious goals and service needs that require specialized strategies that Private Vista has crafted through the last 30 years. Our specialists can help individuals who may have compensation tied to performance, complex benefit plans and may face other risks related to their roles and responsibilities.
Private Vista helps executives with liquidity event planning, stock option analysis, tax planning, hedging and insurance needs and other services such as cash flow management and legacy planning.
Professionals with these distinguished designations often lack the time and sometimes the financial insight needed to make critical decisions that impact long-term financial security. Our specialists help doctors, lawyers, accountants and other professionals who have high incomes and complicated responsibilities simplify their financial lives and set a path for a secure financial future.
Private Vista can help professionals evaluate new employment opportunities, consider the benefits of buying into a professional practice, weigh insurance and estate planning needs and many other specialized services.
Private Vista works with many people who are divorced or widowed and suddenly must take care of their own financial affairs, often for the first time. Our advisors and other professionals help women and men successfully move through these difficult transitions and address the financial issues while they develop and practice personal resilience skills.
The firm helps newly single individuals gain confidence and move forward with clarity by reviewing settlement agreements and housing options, guiding investment management choices and helping with other important financial and lifestyle decisions.