Where do you see your financial future going?
Generally, new clients seek out Threshold Group's financial and asset management experience following a wealth-in-transition event or evolution. The following circumstances are commonly found among our clients:
- Sale of private business
- Profound or rapid company growth
- Proceeds from takeover or sale of stock
- Family governance transition
- Increasing estate responsibility
- Increase in philanthropic activity
- Increasing foundation management complexities
- Interest in impact investing and making a difference
Our financial asset management services are most relevant for clients with investable assets in the millions of dollars. Our clients are located in 25 states across the U.S.
Service agreements are based on a minimum annual fee and not a minimum asset amount.