Private Wealth & Legacy

Stewardship of Significant Capital Across Generations

The Private Wealth & Legacy level is designed for individuals and families with substantial wealth seeking highly customized investment management, strategic capital stewardship, and long-term legacy continuity.

At this stage, wealth management becomes more than portfolio oversight — it becomes multi-generational capital management. Decisions extend beyond growth and preservation toward structure, continuity, and alignment across family objectives.

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Our role is to serve as disciplined stewards of significant capital, applying institutional-level investment management within a highly personalized framework.

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Who Private Wealth & Legacy Is Designed For

This level is typically suited for investors with $25 million or more in investable assets who are focused on:

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• Sustaining and protecting substantial wealth

• Multi-generational capital continuity

• Advanced portfolio structuring

• Coordinated estate and legacy planning

• Institutional-grade investment oversight

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At this level, wealth management demands precision, discretion, and strategic depth.

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Institutional-Quality Investment Management

Private Wealth & Legacy portfolios are constructed with a comprehensive approach that integrates:

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• Active & Personalized Portfolio Management

• Tactical Asset Allocation across market cycles

• Advanced risk management frameworks

• Income strategy coordination

• Tax-aware investment structuring

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Asset allocation decisions are guided by long-term objectives, capital durability, and portfolio resilience.

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Advanced Risk Management & Capital Structure

For significant portfolios, managing risk exposure is central to sustaining generational wealth. Our process incorporates:

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• Diversified exposure across asset classes and strategies

• Correlation and concentration analysis

• Volatility management and liquidity planning

• Ongoing evaluation of macroeconomic and market risk

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The objective is to support long-term financial stability while maintaining appropriate participation in global capital markets.

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Tax Efficiency & Structural Coordination

At this level of wealth, tax impact meaningfully affects long-term outcomes. We integrate tax-aware strategies directly into portfolio management through:

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• Strategic gain and loss realization

• Asset location coordination

• Distribution management

• Long-term holding discipline

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Investment management is coordinated with broader advisory relationships to support efficient capital retention and continuity.

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Legacy Planning & Generational Continuity

Private wealth management extends beyond performance metrics. It includes thoughtful coordination of long-term legacy objectives.

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We support clients in aligning portfolio strategy with:

• Estate planning structures

• Generational wealth transfer considerations

• Philanthropic initiatives

• Family capital governance

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The objective is to preserve not only financial capital, but the continuity of values and long-term intent across generations.

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Discretion, Partnership & Long-Term Alignment

Private Wealth & Legacy relationships are built on discretion, alignment, and sustained partnership. As wealth evolves, portfolio structure and oversight adapt accordingly.

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We remain actively engaged, continuously monitoring risk, opportunity, and structural alignment to ensure portfolios remain positioned for long-term resilience.

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Our Objective

To provide institutional-level investment management and capital stewardship for substantial portfolios, supporting long-term preservation, strategic growth, and enduring multi-generational legacy.

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Disclosure

Asset ranges referenced are general guidelines for service structure and do not represent minimum account requirements or guarantees of service eligibility. Investment advisory services are provided by Infinitus Wealth Management, a registered investment adviser. All investments involve risk, including the potential loss of principal. No investment strategy can guarantee returns or eliminate risk. Past performance is not indicative of future results.