Individuals and Families

Sigma Advisors integrates estate planning, tax planning, and investment management for the purpose of asset protection and multi-generational wealth preservation for individuals and families. Sigma combines estate and investment coordination, management, and oversight, with a constant focus on wealth preservation, risk management, and asset protection. Sigma facilitates the management and coordination of both the legal and financial aspects of their estates.

Sigma operates under a strict fiduciary standard at all times and serves as an unbiased resource for its clients.

All services are tailored to the needs of each client. Therefore, the following is simply an overview of the services either offered directly by the firm or via outside professionals and institutions:

Investment and wealth management

Coordination and oversight of other professionals, such as attorneys, accountants, and financial advisors

Family governance and succession planning

Asset protection strategies

Next generation mentoring

Facilitation of communication between family members

Financial planning

Tax planning

Trust management

Estate planning

Insurance planning

Asset allocation

Philanthropy

Sigma creates and implements simplified and streamlined processes for complex estates. Depending on the needs of the client, Sigma may utilize its own personnel or will engage the services of other professionals with the required expertise including existing advisors, attorneys, or tax professionals.

Sigma will frequently work with a client's existing advisors, attorneys, and tax professionals. All services are tailored to the specific needs of the client.

Coordination and oversight of financial and legal matters ensures that all professionals , such as attorneys, financial and tax advisors, are all working towards the same goal.