Some of the more common questions Gibborim Financial helps high net worth or ultra-high net worth families address are:
- Based on my family’s particular experience, capabilities, and type of wealth, what is the best overall investment structure and investment mix for us to use?
- Should we be using active or passive investment management vehicles? What are the best investments for us? Why?
- Are there any major gaps or key risks in our current plans that we might be overlooking?
- Can we create stabile income while investing in key ventures with longer-term payoffs?
- Can Gibborim Financial work well with my existing advisors? What does that process look like?
- Where do I get the most payoff- real estate, market investments, or private business?
- Are there any sophisticated planning strategies I am not taking advantage of that I should consider?
- Can you create a custom service, communication, and decision support plan for my family?
- Are we in the right mix of investments? Are the fees competitive? Should we make changes to the portfolio?
- Is it better or more advantageous for us to use multiple financial providers instead of one provider?
Every high or ultra-high net worth family is unique with different attitudes towards the markets, family dynamics, vision for the future, perspective on eternality, wealth creation experience, and desired legacy. As a result, each strategy, set of solutions, and client-advisor dynamics, will look and feel a little (or a lot) different compared to others.
