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Private Client Services

Our service to private clients begins with confidential information gathering – a critical step in our process, enabling us to provide the customized strategies that help clients to achieve their particular objectives. 
 
A review of individual and family circumstances helps us to develop sound funding and investment plans for retirement, education, or major purchases.  Recognizing that consistent compounding of returns is the most effective way to pursue wealth accumulation, our recommendations for portfolio construction rely on diversified asset allocation to generate competitive risk-adjusted results.   
 
Despite the sizable correction of asset prices that has taken place in recent years, many families remain exposed to the effects of estate taxes, even given the revisions to the law enacted by Congress. This tax is one of the greatest impediments to wealth preservation, the potential effects of which can be mitigated by financial planning. Working with our clients’ legal and accounting professionals we help develop adaptive estate plans, and coordinate the financial disciplines needed to implement and fund such plans. 
 
To preserve family lifestyles and/or provide legacy benefits, we assess the amount and type of investment assets and insurance. Given its tax-favored nature, properly designed life insurance can be a particularly effective wealth accumulation and transfer vehicle. 
 
As advisors to our clients, we continually seek to identify opportunities to lower their financial costs and increase the benefits of existing resources. Financial analysis and planning can be used to address many common risks. We seek to avoid the tax inefficiencies which can substantially degrade net results for our clients. We look for creative, individualized solutions to eliminate or lessen financial impediments to wealth accumulation and preservation. 
 
Please contact us to discuss your individual and family financial planning needs.
 
Labyrinth Partners LLC and AXA Advisors do not provide tax or legal advice.  Please consult your tax and/or legal advisors regarding your particular circumstances.