Mother and Daughter Love

Who We Serve

Eden Group Services

 

We’re not in this business to chase hot stocks or follow trends, and we’re definitely not in it to recommend products that serve a corporate interest. We are in it for the distinct privilege of helping businesses thrive, watching families grow and flourish across generations, and giving back to the community we call home.

We take the trust our clients place in us very seriously. That’s why we strive to provide high-quality financial planning ideas, refined estate and asset protection recommendations, strong risk-adjusted returns, and exemplary service as stewards of their wealth. With everything we do, we align our interests with yours – because, after all, we’re doing it for you.

Affluent Families

It’s not simply about portfolio holdings and account balances. It’s about your complete life. We recognize that you have made sacrifices to get where you are. You have worked hard and given significant amounts of your personal time to build your wealth. You need a wealth management partner that recognizes and cares about your personal goals for your family, your business and your future.

Our thorough planning process is key to managing significant wealth to bring the people and the pieces of your financial life together. Our goal is to help our clients take back the personal time they have committed over the years. To give them the confidence and assurance that their Family Investment Legacy is secure and their time can be committed to what matters most to them.

 

Our team understands the layers of complexity that accompany success. We also recognize that life and our goals change over the years, and that timely adjustments and consistent oversight are essential for a financial plan to succeed.

We use our proprietary Life Planning Dashboard and Goal Planning & Monitoring systems to integrate all levels of complexity into a simple, easy-to-understand success rate that lets you see – at a glance – exactly where you stand. These tools allow our clients to aggregate, organize and plan for their financial future.

Business Owners & Professionals

 

You devote long hours to running and building your business. As a business owner or entrepreneur, you are probably too busy to give enough time and consideration to your own financial matters. Our team serves business owners and executives who aspire to a work-optional lifestyle.

For some, this means looking to sell their business down the road, and they want to make sure they get it right and don’t run out of money. For others, they have no interest in retiring … ever. But they want to go to work because they love it, not because they have to.

We’re here to provide high-level expertise for your personal financial matters and the needs of your practice. Our team helps manage your investments and mitigate your tax burden, while addressing key issues such as estate planning, generational wealth transfer and your philanthropic efforts. We can help protect your assets from liability risk, manage cash flow and education debt, value a firm or practice for purchase or sale and, ultimately, help you ensure your financial investment legacy.

Let our team serve as your holistic wealth manager with the specialized expertise you need to continue uninterrupted with the important business matters at hand. Understanding the challenges you face and recognizing that your business is unique, we take the time to learn about your business and goals to help you address a wide variety of key needs, such as asset protection, cash flow management, tax planning, employee retention, insurance and financing.

We invite you to enjoy the confidence of knowing you have a single, trusted source for financial advice – and more time to devote to growing your business.

Corporations & Small Businesses

 

We work closely with business owners and corporate executives to help them reach the next level – however they choose to define what’s next. Working with you as a partner in your success, we’ll take the time to understand your goals and help you address everything from asset protection and cash management to employee retention and retirement, as well as strategies to protect your family and your legacy and, of course, your own retirement.

Whether managing assets or providing corporations access to capital, we have all the strategies you need in one place. If you’re acting as a fiduciary, the assets and responsibilities you manage are significant. Our team understands the intricate needs and complexities of corporations, and has the breadth of capabilities and tenured expertise required to implement effective financial strategies and portfolios.

We offer insight and expertise, cultivated over time, which allows us to offer proactive and strategic support to fiduciaries and comprehensive education to plan participants. That includes helping you carefully choose and monitor investments as well as vendors, and remaining compliant with any legislative changes.

If you’re an executive, you spend your time and energy between the office and home, with little to spare. You know your personal portfolio deserves that same level of dedication and high-level thought, and with us as your partner, you gain the confidence of knowing we are guiding you on the straightest path to your financial objectives. We can help corporate executives with:

  • Stock option planning

  • Restricted stock and 83(b) elections

  • Cashless stock option exercises

  • Rule 144 executions

  • 10b5-1 sales plans

  • Hedging and monetization for concentrated equity positions

  • Share repurchase programs

  • Corporate cash management and lending solutions*

  • Executive benefit platforms

  • Retirement programs

  • Net unrealized appreciation

In addition to our own experience and financial knowledge, we have access to all the resources of Eten Group, one of the Asia’s leading financial services firms. Best of all, you’ll enjoy the confidence of knowing you have a single, trusted source for financial advice – and more time to devote to growing your business and focusing on your future.