Comprehensive
Services

Sanctuary Advisors delivers a complete range of wealth management services to help clients achieve their changing objectives throughout their lives.

Sophisticated and customized investment capabilities

  • No two families are alike and no two portfolios are alike
  • Customized asset allocation to achieve your specific investment objectives
  • Extensive due diligence on all asset classes and structures - Mutual Funds, Separately Managed Accounts and ETFs
  • A focus on managers with outstanding after-tax returns
  • Expertise in managing portfolios with concentrated stock positions, typically with a low-cost basis

Asset Protection

  • Proper titling of assets
  • Trust structures

Generational Wealth Transfer

  • Wealth transfer strategies customized to individuals and family members
  • Philanthropic strategy and execution to perpetuate your legacy
  • Irrevocable life insurance trusts (ILIT)

Seamless Coordination

  • Coordination with other trusted advisors, including attorneys and accountants