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Advanced Planning

Working with a team that redefines wealth management

Ask ten investors to define wealth management. Actually, ask ten “wealth managers” to do so. You will almost certainly get ten different answers, with most heavily focused on investing. As a client of The Otto Group, however, you benefit from a team that has a clear and comprehensive vision of wealth management.

We define wealth management vis-à-vis a distinct formula: investment consulting plus advanced planning plus relationship management.

As part of our commitment to helping you achieve your goals and objectives, we work collaboratively with you to assess your financial situations, goals, and objectives to determine your risk tolerance and form and execute an appropriate investment plan. We provide Wealth Management Services that have come to exemplify The Otto Group name. We provide insightful advice and in-depth knowledge in the following areas:

Financial Wellness Formula

Graphic of The Otto Group Wellness Formula
IM= Investment Management
The letters IM in a blue circle

  • Investment Policy Statement drafting and execution

  • Asset allocation optimization and rebalancing

  • Risk mitigation and defensive hedging

  • Ability to monitor, report, and analyze assets held outside

  • Investment cost analysis and tax efficiency

  • Concentrated position hedging and collaring

  • Alternative Investments, i.e. hedge funds, private equity/debt

  • Cash flow and sustainability analysis

AP = Advanced Planning
The letters AP in a green circle

  • Estate and Legacy Planning

  • Tax Planning and Organization

  • Asset Protection

  • Educational Planning

  • Philanthropic Planning

  • Credit analysis and leverage optimization

RM = Relationship Management
The letters RM in a red circle

  • Communication and coordination with:
    o  CPA – accounting
    o  Attorney – legal
    o  Agent – insurance
    o  Private Banker – credit and banking solutions
    o  CEO 2.0 – small business consulting services

  • Asset aggregation and monitoring

  • Virtual Vault

Learn more about The Otto Group