As in the rest of the world, the assets and wealth management industry is growing at an accelerating pace, and regulations, compliance, risk management, reporting and taxation are becoming more and more complex and binding laws. Investors prefer more accessible solutions, more trustworthy service providers, and more transparent investment products. Investors also need and are interested in alternative asset classifications and investment products, as their portfolios are professionally managed based on principles of risk distribution.
Spicer-Pegler has a group of financial planners with extensive experience that helps you chart your way through life, ensuring you are financially prepared for every new challenge you face, whether this challenge is related to your dream home purchase, your children’s education, your health insurance for you and your family members, or even increase your financial savings through safe investment opportunities. We will talk with you and get to know you, and once we make sure we understand the goals of life that are most important to you, we will work with you wisely and steadily to arrive at the best financial and investment plan to help you achieve your goals.
We at Spicer-Pegler are fully aware of the hardships of tax laws that are a real headache for our individual and corporate clients. Therefore, we support the future of all our customers of all sizes through tax planning, establishing numerous investment structures and funds, processes and reporting infrastructure, and compliance with various tax laws, foremost among which is the US Foreign Account Tax Act (FATCA).
Spicer-Pegler provides assets and wealth management services to all the below categories –