Parcion Private Wealth
Parcion Private Wealth is an independent wealth management firm servicing high-net-worth business owners, entrepreneurs, and first-generation wealth creators and their families. With a distinctive family-office approach, Parcion provides financial planning and holistic wealth management solutions that encompass all aspects of their client’s lives.
SERVICES
Planning For Your Family
- Customized personal investment strategy
- Asset titling and ownership
- Wealth transfer strategies
- Cash flow optimization / modeling
- Tax minimization strategies
- Insurance analysis
- Personal risk management/asset protection
- Next-Generation education/planning
- Facilitation of family meetings
- Lifestyle goals support
Planning For Your Business
- Succession planning
- Optimization of transferable value
- Risk management
- Tax management analysis
- Merger and acquisition advisory services
- Private equity and debt financing
- Corporate trustee services
Your Philanthropic Interests
- Philanthropic plan development
- Donor-advised fund implementation
- Private foundations
- Charitable trusts
- Impact investing