Wealth Preservation Service by The Cathford Group
Online, June 26, 2014 (Newswire.com) - The Cathford Group assets-maintenance experts provide our clients with assistance in all issues matters pertaining to safeguarding their wealth, estate planning, global estate planning, company-succession preparation, irrevocable and revocable trust agreements, and family-limited partnerships.
Moreover, clients are advised on the advantages of using powers-of-attorney, probate litigation, as well as pre-immigration tax concerns. We appreciate highly our lasting relationships with our clients and will continue to provide the most well-informed counsel as their unique individual and financial status evolves into the future.
We provide high-net worth individuals advice pertaining to the appropriateness of irrevocable trusts for their children, including multi-generational trusts and trusts assigning a third-party "special trustee" or "trust protector"; special-needs trusts for children with physical incapacities; corporate entities; family-limited partnerships and limited liability firms.
The principal partners at The Cathford Group have spent years working in the fields of investment management, taxation, and wealth management. They bring a profound understanding of the intricacies of the world of finance coupled with highly personal service, innovative solutions, and far-reaching insight.
We serve a growing niche clientele providing innovative wealth solutions for high net-worth and affluent individuals. Since our establishment in 1999, we have assisted a myriad of individuals and companies that enjoy significant tax savings with our innovative strategies for tax reduction.
Whether you are a beginner or a veteran investor, sticking to these three principles when building your personal financial portfolio is vital:
• Financial investing is a long-lasting endeavor. You cannot consider a method based on short-term performance or statistics as an "investment philosophy." The risk included in price differentiation in the bond and stock markets is too high to expose capital required for short-term objectives. Therefore, assets utilized for a long-term arrangement should only be capital not needed for at least five years.
• Asset allocation and distribution are totally necessary. Asset allocation is vital to any well-planned portfolio, i.e. the mix of stocks, bonds, cash, and commodities. Also diversification, with exposure to all parts of the stock and bond markets, minimizes the risk your portfolio is subjected to.
• Costs are important. It's essential to select investments that have had frequently low management and transaction fees, in order to attain viable gains.
About Us
At The Cathford Group, we merge the highly individualized service of a boutique-type advisory with the perspective of a global company to assist our clients maintain and enhance their wealth. Our approach is synergistic, multi-generational, and established on placing our clients' objectives on top of our priorities at all times.
We fully comprehend how much time and effort you have invested into accumulating your wealth. You now have to seek advice from a company that strives as hard as you to safeguard your assets and to make them grow even more. The Cathford Group is an advisory firm that comprehends the importance of having your financial advisory, succession planning, and tax mitigation management all contained in one business relationship.