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. At Klaraos, we can help you prioritize key life decisions and simplify your understanding of debt use, cash flows, asset purchases, expected investment returns… and even the financial responsibilities that come with 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 you from certain levels of payments. With our assistance, we can help you set up Pension Plans and offshore trusts to further protect your financial resources.
Change Management
Change management is one of the unique services that sets Klaraos apart from other firms. These services include:
Asset Separation
Assistance is available for newly remarried, disagreements, financial separation, as well as divorce.
Single Women
We work with women to help them balance their lives after or before a separation from their significant other as well as provide stability in their lives when rocked by turmoil or other life events.
Family structures
It is not uncommon for family issues to revolve around assets. Our services can include conflict resolution assistance to smooth and resolve sibling issues.
Estate Planning
Properly planning an estate is one of the most difficult yet underperformed responsibilities in life. At Klaraos, we can help you plan your full estate through 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.
