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NOW Private Client

While the client experience for all NOW clients is consistent regardless of household wealth or account size, a Private Client offering gives those whose needs are more complex, demanding, and sophisticated an experience that maximizes the benefits of our unique wealth management model.

  • Affluent Individuals & Families

    For those with a minimum of $1M in investable assets or whose net worth is in excess of $2M.

  • Senior Executives & Business Owners

    Integrated advice solutions that bring the financial plan, investment recommendations, legal structures, succession plans, and tax optimization strategies into full alignment.

  • Institutions & Foundations

    The non-profit sector has unique needs in terms of capital preservation, cost containment, governance, and donor engagement that require a holistic wealth solution.
Fee-Based Services Advice-Only