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About Strategic Private Wealth

Building relationships with families by helping them achieve their goals is the foundation of what we do for our clients. 

Helping Our Clients Achieve Their Goals

Whether it is the possible sale of the family business, transitioning wealth to the next generation, or addressing market uncertainty, we aspire to bring a calming, balanced perspective to the challenges our clients are facing amongst all complexities life can bring.

We have helped many investors with different profiles and needs such as:

Retirement, Tax, Estate

Helping our clients with retirement, tax, and estate planning needs.

Sudden Wealth / Liquidity Event

Experienced a liquidity event or received a financial lump sum from selling a business, windfall, receiving an inheritance, or reaching a divorce settlement.

Outsourced CIO

Looking for experienced discretionary asset mix management (i.e. family wealth coordination, foundations, non-profits, corporations, trusts)

Multi-Family Office / Complex Finances

Seeking advice to find simplicity in managing complex financial affairs typically involving corporations or multi-generational family wealth.

Taxation Planning

We take a common sense approach to reducing your taxes but not at the expense of sound investment strategies, never letting tax minimization cloud our focus on wealth creation and protection.

Risk Management

Creating an effective financial plan also involves identifying and mitigating risk. Understanding your tolerance for risk.

Alternative Investment Solutions

We pride ourselves on being able to offer our clients a wide range of investment solutions to ensure they are accessing all facets of the market. 

Intergenerational Transfers of Wealth

Wealth Transfer is the transfer of wealth or assets to beneficiaries upon the death of the owner through financial planning strategies that often include wills, estate planning, life insurance, or trusts in a tax efficient manner.

Group Benefits & Pensions

Group personal pensions (GPPs) are a type of defined contribution pension which some employers offer to their workers. As with other types of defined-contribution scheme, members in a GPP build up a personal pension pot, which they then convert into an income at retirement.

Our passion and years of commitment to our clients has kept us at the forefront of educating our clients with new concepts, such as private securities, and implementing technology to our strategies.
– Travis Forman
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