Integrated Financial Planning & Wealth Strategy
Get your house in order with a holistic approach to your financial future. Whether you’re focused on short- or long-term growth, funding a major purchase, or planning for retirement, we’ll craft a strategy that considers every aspect of you, your family, and your business. With a clear path to your goals, you’ll make better decisions to move from where you are today to where you want to be.
Portfolio Management
Effective investment strategies are key to building and sustaining wealth. By leveraging our team’s expertise and understanding of your family’s goals and values, we’ll optimize your portfolio through traditional and alternative strategies, ensuring alignment with your long-term objectives.
Estate and Wealth Transfer Planning
Planning for tomorrow today is essential for protecting your estate and leaving a meaningful legacy. Acting as your lead coordinator, we collaborate with legal, accounting, financial, and insurance professionals to create a comprehensive estate and wealth transfer plan that secures your family’s future.
Risk Management
Even the best strategies can falter if unexpected events arise. Too often, risks are overlooked due to busy schedules or a belief that they won’t affect you. That’s why we incorporate a robust risk management strategy into every financial plan, protecting you, your family, and your wealth.
Philanthropy Planning and Administration
We believe wealth is most fulfilling when its material benefits are balanced with a sense of purpose. Working with our partners in philanthropy planning and administration, we’ll help you define your giving goals and develop a strategy to make meaningful contributions that reflect your values.
Tax Planning, Preparation and Compliance
A strong tax strategy helps optimize your overall financial position and allows you to retain more of your hard-earned income. At Rubach Wealth, we connect you with top tax accountants and lawyers to create a tailored plan that maximizes tax efficiency for you, your family, and your business.
Consolidated Personal and Corporate Asset Reporting
Clear insight and transparency are essential for informed financial planning. With scheduled and on-demand reporting, Rubach Wealth ensures you always have an up-to-date, comprehensive view of your personal and corporate assets, helping you make confident decisions.
Lifestyle Management
As wealth and families grow, so does the complexity of managing your lifestyle. Whether you’re navigating international travel, managing assets abroad, or finding specialized services like boarding schools or private chefs, we connect you with the right professionals to meet your unique needs.
Family Governance and Education
Wealth doesn’t erase family dynamics—it often amplifies them. We’ll work with you to establish a governance framework tailored to your family’s structure and goals. By fostering financial intelligence, enhancing communication, and planning for transitions, we help create a culture of collaboration and long-term success.
Are you ready for a family office?
Wealth is just one measure for a family’s need and readiness for the services of a family office. Get in touch with us to discuss whether Family Office services are right for you.