Our Capabilities
Comprehensive wealth management and lifestyle solutions
Comprehensive wealth management and lifestyle solutions
At Parallel Advisors, we provide a comprehensive suite of services designed to meet the complex needs of high net worth individuals and families. Explore our service offerings below.
Creative investment solutions, asset allocation, investment strategy, tax efficiency, performance reporting, risk tolerance review.
→Detailed financial plans, goal planning and tracking, net-worth, estate structure, tax optimization, life insurance, stock options and executive comp, lending and philanthropy guidance.
→Estate review and education, estate structure, tax efficient transfer, business ownership, insurance, charitable giving, complex families
→Plan design, fiduciary assistance, fee analysis, investment evaluation, fund selection and employee engagement programs.
→Innovative investments, generational advice, dedicated service, industry leading technology, education, lending, cash optimization, philanthropy, business transitions.
→Parallel Trust Company of California serves as an independent corporate trustee, administering trusts with disciplined fiduciary processes, regulatory oversight and objective judgment designed to reduce risk and preserve settlor intent.
→Income tax planning, tax return preparation and comprehensive tax return review services.
→Investment Policy Statement creation, spending policy design, UPMIFA compliance, portfolio construction and Development Committee partnership.
→Preliminary disclosure preparation, scenario planning, cash flow analysis, settlement proposal evaluation and implementation support.
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