SERVICES FOR INDIVIDUALS AND FAMILIES

Sigma Advisors, LLC combines estate and investment coordination, management, and oversight, with a constant focus on wealth preservation, risk management, and asset protection. 

Sigma serves as an unbiased resource for its clients and facilitates the management and coordination of both the legal and financial aspects of their estates.  In many instances, investment management is ancillary to Sigma's wealth and estate services. 

Sigma creates and implements simplified and streamlined processes for complex estates. Depending on the client's needs, Sigma may utilize its own personnel or will engage the services of other professionals with the required expertise.  Sigma will frequently work with a client's existing advisors, attorneys, and tax professionals. Sigma operates under a strict fiduciary standard at all times.

 

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:

  • Single Family Office management

  • 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