A clear and comprehensive wealth management plan charts the course to your financial destination. Through our state-of-the-art financial planning process, we account for all of your needs to create the map that will guide your journey.
Download Our Wealth Manangement Overview
Wealth Transfer
We help you develop a transfer strategy that ensures your wishes are met while minimizing potential issues surrounding wealth transfer such as excessive taxation, family dissent, and other challenges.
Risk Management
You can rely on us to provide regular reviews to make sure that your wealth management plan matches your evolving needs.
Philanthropic Services
Through our work with high net worth families, we have a unique understanding of the factors surrounding charitable giving.
Investment Advisory Services
Your wealth management plan benefits from our unique investment advisory offerings that continue to prove successful for Mariner clients.
Executive Compensation Planning
From strategic planning to defined benefits to succession planning, you can rely on Mariner to serve as your personal Chief Financial Officer.
Business Succession Planning
A full spectrum of strategic allocations ranging from conservative to aggressive growth, domestic to emerging markets, equities to money markets.
Family Office Services
Mariner’s family office services help mitigate the challenges by providing you with comprehensive affairs management for your financial as well as personal needs.