Ultra High Net Worth

Civic Financial is a comprehensive financial planning firm based in Boston serving several hundred households and businesses across the country. We can help our clients with personalized comprehensive planning including all or many of the services listed below, or a solutions-based model focusing on just one or a few areas.

Ultra High Net Worth

Direct Value-Added Services

  • Trust owned life insurance and effective wealth transfer techniques.
  • Estate planning, income tax planning, capital gain tax planning, GST planning.
  • Cash repositioning techniques.
  • Philanthropic planning, effective gifting strategies, multi-generational coordination.
  • Socially responsible investing and environmentally conscious strategies.

Indirect Value-Added Services

  • Connecting our clients with other trusted professionals: estate planning attorneys, accountants, mortgage brokers, real estate professionals, property and casualty insurance professionals, private bankers, etc.
  • Introduction to our firm’s existing clientele and network for professional connections.
  • Social events sponsored by Civic Financial.
  • Access to competitive lending companies.