Solutions That Reflect Your Financial Goals
Generational wealth transfer is a very important consideration for our clients. Their advisors help them create estate plans to protect their wealth. Our firm focuses on an alternative solution that can enhance this estate plan by utilizing an asset class designed to maximize inheritance.
At RCW Financial, we realize that your family has worked hard to get to where they are today. Through innovative strategies utilizing exclusive, historical rarities, our firm fills the niche in your portfolio designed to protect value over time. We work closely with our clients’ families to provide access to an exclusive asset class that is resilient to economic crisis and has traditionally been used as a wealth preservation vehicle for centuries.
The concept is simple. If you own something that everyone wants, but cannot have unless you are willing to sell – you are in an extremely powerful position. Not everyone has the holding power to take advantage of these investment opportunities. For those that do, RCW Financial utilizes a strategy designed to acquire some of the most popular and exclusive rarities in our market.
Privacy & Portability
Many people value their privacy, however now more than ever, this concept seems further out of reach. Our clients have been able to maintain a level of privacy by owning tangible assets that fall outside of traditional reporting requirements. Additionally, our clients have the ability to move large amounts of wealth anywhere around the world simply by holding it in their pocket.
RCW Financial works directly with investment advisors to provide their clients access to an innovative alternative investment solution. Portfolio diversification is such an important part of ensuring that your clients’ assets are carefully managed. Introducing an alternative, tangible asset that is not correlated to traditional markets can support the construction of a well-planned portfolio.
As a family business, we understand the estate planning goals of SFO and MFO clients. Our firm helps preserve your family’s wealth and will continue the tradition of family legacies by working with your heirs for many generations.
Why RCW Financial & What are the Next Steps
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