Entities

Parcion Private Wealth

Parcion Private Wealth

Nickname
Parcion
Location
Founding Date
2019

Parcion Private Wealth is an independent wealth management firm servicing high-net-worth business owners, entrepreneurs, and first-generation wealth creators and their families. With a distinctive family-office approach, Parcion provides financial planning and holistic wealth management solutions that encompass all aspects of their client’s lives.

SERVICES


Planning For Your Family

  • Customized personal investment strategy
  • Asset titling and ownership
  • Wealth transfer strategies
  • Cash flow optimization / modeling
  • Tax minimization strategies
  • Insurance analysis
  • Personal risk management/asset protection
  • Next-Generation education/planning
  • Facilitation of family meetings
  • Lifestyle goals support


Planning For Your Business

  • Succession planning
  • Optimization of transferable value
  • Risk management
  • Tax management analysis
  • Merger and acquisition advisory services
  • Private equity and debt financing
  • Corporate trustee services


Your Philanthropic Interests

  • Philanthropic plan development
  • Donor-advised fund implementation
  • Private foundations
  • Charitable trusts
  • Impact investing