Klaraos offers a large array of services that create full service environment for our clients. Many of the traditional Wealth Management and Private Wealth Services firms are not able to package a similar line of services under one roof.
Life Priorities
We know that your life revolves around more than just your investment world. By properly planning, Klaraos can help you understand debt use, cash flows, asset purchases, expected investment returns, and even the implications of child planning.
Asset Protection
Creating assets is one thing; properly ensuring their protection is a different story. With advice on loans, umbrella insurance policies, insurance provided by entity structures, and offshore placements, Klaraos can help protect your assets.
Asset Management
Using a top down business cycle approach, Klaraos tactically deploys your investments to work where they best fit. As Registered Investment Advisors, Klaraos does not just invest in the Bond and Stock Markets; we look at all potential investments, and include Real Estate holdings and Private Placements to help reduce downside volatility in your overall portfolio.
Tax Implications
While taxes are always going to be a part of life, planning can be done to shelter a client from certain levels of payments. Many of our clients are able to set up Pension Plans and offshore trusts that help further protect your assets.
Change Management
Change management is one of the unique services that sets Klaraos apart from other firms. Change management includes:
Asset Separation
This category includes asset separation for newly remarried, disagreements, financial separation, as well as divorce.
Single Women
Family structures
Often times, familial issues revolve around assets.
Our services can include any potential conflict resolution that revolves around continuity and sibling issues.
Estate Planning
Properly planning your estate is one of the most difficult, yet underperformed responsibilities someone should handle. At Klaraos, we can help plan your full estate, offering tax planning, asset protection, legacies and foundations, as well as set up asset transfer upon transition.
Because Klaraos offers all of these services, it enables us to set ourselves apart from traditional financial firms or brokerage houses while allowing us to completely focus on the clients needs and dreams for their lifestyle.
