Personal Wealth Management

Profit Maximization Strategies
Whether its the half a million dollar luxury sport machine sitting in the garage during the season, or the two, multi-million dollar vacation homes sitting dormant while the client is away on location or the private aircraft going unused; each of these assets require large amounts of time, energy and money to be invested to keep them up, not to mention the extreme size of the initial investment to begin ownership. Privé views each of its clients as an enterprise all unto themselves. And with this in mind, it is important to use every asset to the most, while considering personal satisfaction and also capitalizing on financial opportunities. To this end, we at Privé, offer as a service to our clients, a complete and ongoing review of their financial status, assets and debt structure, surveying their financial landscape for opportunities yet untapped. Once an opportunity is identified, Privé will work closely with the client, leveraging their advisory team, to close the gap, allowing the client to benefit from the new efficiency.

Objective Financial Analysis
Privé exists to educate, strengthen and protect its clients. We understand that our clients should and also recommend that our clients do, put in place a system that contains inherent checks and balances. Another of the services that Privé provides is our Objective Financial Analysis. We will sit with and are sometimes asked to sit in the place of our clients during their financial advisor, real estate agent, CPA or other trusted advisor Financial Review to ensure that all of the subtle points are received and that all of the important questions are asked. Privé’s Objective Financial Analysis will also inspect all Financial Review material ensuring accuracy and legitimacy. Great financial advisors stand by their word and strive to be the best. We at Privé listen to every word and ensure that they are.

Equity and Income Investment Offerings
Through Privé’s experience, we have found that the professional athlete, the entertainer and the wealthy client are often approached with investment ideas and schemes of all types. Some of these may turn out to be worthy ideas for review however, many are not. The client that is not well versed in vetting and performing due diligence, can easily find him or herself in a losing position. They may later realize that the funds needed for the remainder of their life, are no longer sufficient for they or their family. One of the values that Privé brings to its clients are offerings of equity and income investments. Using the depth of knowledge, resources and relationships within Privé, we thoroughly investigate and perform due diligence on all possible investment ideas, before working to bring them to reality. At the end of the process, we have reduced the client’s risk down to the inherent risk in the offering itself and worked with a roundtable of advisors (CPAs, Attorneys, Financial Advisors, and more) to ensure that the investment is a sound one, as well as being a good fit for the client’s alternative portfolio.

Lifestyle Management
When Privé’s clients leave for work on location or begin the season in search of another ring or cup, the enterprise they leave behind continues. Mortgages must be paid, salaries used to feed families continued, maintenance on properties that house husband, wife and child must be had. Everything from a shipment arriving, as promised, by your new business, to the carpets being clean before you arrive at your second home, require the financial machine you have built, to continue to work, as would a well oiled machine. Privé’s Lifestyle Management works with you in ensuring that staff are in place and that they are working well together in order to keep this delicate orchestra tuned to play the finest of music.

Bill Pay
The well oiled machine that is your life, lives within the arteries of your bill paying process. If a single bill were to go unpaid, this could have ramifications that last a lifetime and could literally cost tens if not hundreds of thousands of dollars. It seems a bit extreme when you consider something like a cell phone bill. But one can easily forget that in the world of credit scores and complicated debt structures, what may be taken for an unwillingness to repay, may also mean an opportunity missed. Privé’s Bill Pay process is holistic, complete and constantly recorded to ensure that you have access to all of your money coming in and going out at your whim.

Professional Banking and Advisory Management
Your advisors are highly qualified, highly knowledgeable professionals that work with integrity. You must lay upon the alter of trust, huge sacrifices each day, if only to ensure that the most modest of work be accomplished. Without mention of the most delicate and intricate work they perform for you the other 99% of the time. Each of these individuals (Financial Advisors, CPAs, Attorneys, Agents, Banks, Real Estate Agents, Architects, Designers, Contractors, League, Team, Creditors, Property Managers and more) must all work to bring your will to life within their respective work. How can this entourage of counselors perform when you must perform elsewhere? On the stage, or set, on the field or the track or links, your will is made reality more easily and effectively by having one person to share your desires with. Privé’s Professional Banking and Advisory Management allows you to live and work at your best, while ensuring that the enterprise you run is on course and never more than a call away from being redirected at your discretion. All of these professionals lead by one President, you, who’s aim and agenda is driven by his or her Chief of Staff, Privé Wealth Management.

Real Estate Holdings Management
It is an asset that you can see and touch. It puts a roof over a family’s head and holds the things and people that are the most important to you. Real estate is more often than not, your protection from and in the world. It is no wonder that real estate comprises such a large percentage of the most wealthy individual’s and entity’s portfolios, from kings and queens to countries to yourself. Privé offers its Real Estate Holdings Management to each client we serve. When you, the client, purchase a property, we stand with you working to complete the addition and to ensure the proper fit of this new asset within your portfolio. While the decision to sell a piece of your real estate portfolio can carry with it huge consequences to your future financial success, Privé consistently asks the difficult questions and enlists the advice of your most trusted advisors, as well as sharing with you its own, in efforts to ensure that each step of this endeavor continues your legacy of achievement. In addition, your property will not flourish without the constant care it deserves. Ensuring access to those that work to keep it at its best, managing the financial's, the debt, as well as the improvements necessary to keep these assets strong segments for your financial freedom, are the task undertaken by Privé’s Real Estate Holdings Management.

Family Office Services (Tailored your need)
During the long climb toward your success, there were those that stood by your side. They kept you in their prayers. They worried about you when things were difficult. No matter how far away the were, they were with you every step of your journey. Privé’s Family Office Services was born of the recognition that some of our clients are responsible for more than just themselves. We recognize that they would like to ensure that those closest to them know that they realize that they did not make the journey alone. Because of this, Privé tailors the parts of its services necessary to ensure that your entire legacy is managed to perfection and that the needs of those closest to you are met.

Acquisition Assistance
Sometimes the most important piece of what Privé is asked to offer, and more often than not the most exciting, Privé brings its Acquisition Assistance to the aid of all of its clients. The tools of your trade may be for sport, as is the 90 foot sailing vessel, artfully built to navigate the 6 day journey that will ultimately yield the symbol of achievement which adorns the same mantle of whose fireplace warms your children. This tool might be for pleasure. Similar to the shear pleasure of knowing that the valet will most certainly place your new Lamborghini Murcielago Roadster in the front of the patio while you and your acquaintance dine for the afternoon. It might also be the tool of your trade, as is the Gulfstream GV used to ensure that the center of this enterprise that is you, finds its way to every important meeting, game, show, performance and destination that is required of you.

Credit Enhancement
There is never one attribute that can completely describe who you are. One scene, one play, one skill or trait, one stat; by themselves, these things tell almost nothing of the self sacrifice and dedication that was required to build your legacy. Similarly, your financial life’s story is told with its deep complexities as well. And while this rich tapestry is certainly not wholly described by your credit score, your credit history is a very important piece of the financial freedom that you must have to ensure that you wield the power of your full potential. The oversight and enhancement of each of these aspects is the task laid upon the shoulders of your financial team. Privé’s Credit Enhancement service undertakes a deep study of your finance and credit history, both now and in the long past, searching for and making recommendations on changes that can significantly improve your financial foundation, as well as your overall life.