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affluent families

Yacht Deck
Yacht Deck

You have enough money to support an affluent lifestyle — with more than adequate savings to spare. You’re not concerned about your ability to pay for your children’s college or fund your retirement. But significant wealth comes with its own set of challenges and complexities.

Here are some of the unique wealth planning needs that families of significant means might need to address with a team of professionals.

At Oaktree & Associates, we have identified 7 areas that are fully addressed throughout our planning.

Choosing the Right Team

Finding a Wealth Management Team that is equipped and that understands the needs of high net worth individuals isn’t always easy.

Oaktree & Associates works every day to help individuals and families fulfill their life goals. We’re ready to roll up our sleeves and get to work building your vision.

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