We all have assets we’d like to protect. Even if you’re not extremely affluent, it’s very likely that at some point you’ll have gathered some wealth. You want to make sure that your children and grandchildren will have access to that wealth too. Wealth advisory services can help you achieve these goals.
Wealth advisory is an area of financial management that works with families and companies tomanage their investment assets. Artemis Wealth Advisors is a wealth advisory team that works closely with their clients to help them protect their wealth.Artemis Wealth Advisors works especially with families in the Ultra High Net Worth class. Spearheaded by David Duebendorfer, the advisor group focuses on managing the wealth of affluent families.
This type of client presents unique challenges towealth advisors. These are families that built their wealth through successful businesses over the years, and now they want to make sure that the next generation will have enough to keep them going, minimizing if possible the hardships they might have had to endure.
Using a wealth advisor has plenty of advantages. First of all, having an experienced wealth advisor managing your wealth can potentially reduce the uncertainty and stress of investing and researching on one’s own whether a specific venture is appropriate for your portfolio.
Each family has its own dynamics. That might make certain investments less appropriate for an individual family member due to their unique profile. Artemis Wealth Advisors is ready to accommodate all kinds of family profiles. Their experience helps them read into what their clients value, their goals and their needs. They work directly with clients to understand their values, strengths and weaknesses. Experience comes with the empathy that allows them to interact easily with each client and their family. The goal is to synthesize often conflicting market data and to help guide investors in how best to capitalize the specific economic environment.
Artemis Wealth Advisors manages over 1.6 billion dollars in assets as of 7/31/23, and has expertise across global markets, both in traditional and in alternative asset classes. Established in 2009, the company has grown steadily and advises a select group of ultra-high net worth families and their related Foundations.
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