Wealth
planning

To advise and manage money in an efficient way, proper goals must be defined, objectives assessed and goalposts established.

At Kendar Advisors we strive to understand what our clients want to achieve not only financially but as a life objective. What is the ultimate purpose of wealth and how to best achieve it? Our role is to then translate this into financial objectives, taking taxes into account and also:

• Cash flows needed for financial investments purposes: Private equity, opportunistic investments, wealth growth
• Adaptable cash flow planning: illiquid non financial assets: art, real estate, etc, or charitable contributions
• Financing the unexpected: move, family events, donations, and make sure these are monitored through time and stress tested.