Canterbury Consulting - Wealth Management: Individual Investors

Canterbury has a long history of helping taxable clients—entrepreneurs and families—maintain and grow their wealth over time. We specialize in working with multi-generational families to create an investment strategy that will meet the overarching goals of the family, but will also address each generation’s specific needs and aspirations. For example, we may manage the family’s common assets through a vehicle such as a family limited partnership. However, we would also tailor an investment plan for each separate family unit that incorporates their share of the family LP but also addresses their unique goals.

From an administrative standpoint, Canterbury aims to simplify our clients’ financial lives. We will coordinate with our clients’ tax or estate planning attorney, we can help clients establish a charitable foundation and we will assist with all new account documentation and the management of capital calls. At year-end, we help collect K-1 statements and prepare estimated gains. Our desire is to help families get things done so they can enjoy the life their wealth affords them.

To find out more about how Canterbury can help you meet your unique goals, contact us today.