OUR SERVICES : Wealth Advisory Group

Enjoy a personal relationship with our experts
Through our Wealth Advisory Group, we offer comprehensive wealth management to clients with more complex financial situations and to clients who desire a more personalized relationship. We define wealth management as the combination of professional investment management with retirement planning, tax planning and general financial consulting. Working directly with senior members of our team, clients rely on us as their personal CFO, a trusted advisor and the first call on important financial decisions.

Our professionals possess broad knowledge in areas beyond investments which include: retirement planning, generational wealth transfer and estate planning, tax planning (including international tax law), insurance, and business financing and succession. Given our role as a client fiduciary, we are uniquely positioned to operate as the "centerpiece" among our clients' advisors in order to develop a coordinated wealth management plan.

You can count on us to help you make the best financial decisions possible. Areas in which we may assist you include:

• Retirement planning and cash flow forecasting
• Estate planning options and best practices
• Strategies for tax minimization and overall tax efficiency (AMT avoidance)
• Retirement plan optimization (IRAs, 401k's, etc.)
• Insurance choices including liability, long-term care, disability and medical
• Foreign exchange risk management for the internationally-mobile
• Concentrated stock positions
• Stock option strategies
• Charitable giving
• College savings plans
• Illiquid investments
• Real estate
• Business valuation and succession planning
• Banking and financing alternatives

Please also see our Managed Expat Portfolios service.

Please Contact Us for more information on our Wealth Advisory Group services.

US Office Maxim Global Wealth Advisors 6650 SW Redwood Lane Suite 300 Portland, OR 97224 P: (503) 620 3600 F: (503) 620 3644

Netherlands Office Maxim Global Wealth Advisors Koningslaan 35-IV 1075 AB Amsterdam The Netherlands P: +31 (0) 20 675 8237 F: +31 (0) 20 675 0058