Protect the keep
What we do

Services

01
Private Wealth Management
Private Wealth Management

In the realm of significant wealth, excellence demands both sophistication and precision. Our investment architects work alongside you to create a portfolio that not only preserves and enhances your wealth but reflects your distinct vision for the future, attending to every detail - from tax efficiency to risk management - with the artisanal care your legacy deserves.

Custom portfolio design and management
Tax-efficient investment strategies
Alternative investment opportunities
Risk management and asset protection
Regular portfolio rebalancing and optimization
02
Estate and Legacy Planning
ESTATE AND LEGACY PLANNING

True legacy transcends wealth, encompassing the values, wisdom, and aspirations that define your family's future. Our estate planning approach integrates sophisticated wealth transfer strategies with thoughtful governance structures, ensuring your legacy provides both guidance and opportunity for generations to come.

Multi-generational wealth transfer strategies
Trust design and implementation
Charitable giving and philanthropy
Family governance structures
Business succession planning
03
Tax Strategy & Planning
Tax Strategy & Planning

In the intricate tapestry of wealth management, tax strategy is both art and science, requiring a curator's eye for detail and an innovator's grasp of opportunity. We orchestrate comprehensive tax solutions that move beyond mere efficiency to create sophisticated advantages across your entire financial landscape, harmonizing investment, retirement, and business considerations into a cohesive strategy.

Tax-efficient investment management
Strategic tax planning
Retirement distribution planning
Charitable giving strategies
Business tax considerations
04
Family Office Services
Family office services

Exceptional wealth demands exceptional coordination, with every element working in precise harmony toward your goals. Our Family Office serves as your private financial headquarters, providing seamless oversight and sophisticated solutions through a dedicated team that understands the full scope of your family's aspirations.

Consolidated reporting
Family meeting facilitation
Educational programs for next generation
Coordination with other professional advisors
05
Business Owner Solutions
Business Owner Solutions

The entrepreneurial legacy you've built deserves a future as exceptional as its past. We help architect your business's next chapter through sophisticated transition strategies and succession planning, ensuring your life's work evolves into an enduring legacy that advances your vision.

Exit planning strategies
Succession planning
Employee benefit programs
Executive compensation planning
Business valuation consulting
Client Perspectives
We maintain strict confidentiality
The confidence that comes from knowing our family's future is expertly guided is beyond measure. Their team has helped us craft a legacy of lasting significance.
Private Client, 12-year partnership
Strong Tower transcends traditional wealth management. They understand that true legacy encompasses both prosperity and principle.
Multi-Generation Family Client, 15-year partnership
Their experienced approach to wealth management reveals opportunities we hadn't envisioned. They have become invaluable stewards of the legacy of our business.
Business Owner Client, 8-year partnership
Strong Tower's ability to both understand our long-term vision and hold us accountable to our goals has been transformative. They ensure our aspirations become reality through unwavering attention and purposeful guidance.
Private Client, 10-year partnership
Strong Tower has become an integral part of our family's story. They don't just manage our wealth - they help us preserve our values and prepare the next generation.
Private Client - 3-year partnership
Our relationship with you is an ongoing journey of discovery, protection, and growth.

the strong tower experience

01

Discovery & Design

Initial private consultation
Implementation planning
Comprehensive financial analysis
Custom strategy development
02

implementation

Dedicated transition team
Account establishment
Network integration
Legacy preservation framework
03

stewardship

Regular portfolio oversight
Proactive risk management
Tax efficiency monitoring
Strategic adjustments
04

Partnership

Regular strategy reviews
Family meeting facilitation
Next generation education
Legacy planning sessions

Your legacy
continues here