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"Team of Experts" Financial Planning and Wealth Management

Serving Business Owners and High Net Worth Families


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Mitigating Taxes   Disciplined Investing 

Protecting Wealth & Estates


When High Taxes, Complexity and Risk are Persistent Challenges, Expertise Is Power


The Palmerston Principle: 


Maximize Expertise AND Client Benefit by Building Customized Teams of Independent Specialists




We Specialize in Helping:  


Business Owners

Helping successful business owners build strategic financial plans that take into account what success often means: greater tax liabilities and greater estates to protect, as well as more complex balance sheets and more people for whom they are responsible.

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Families

Helping High net worth families build strategic financial plans where a combination of two or more advanced planning issues mean that standardized formulas and planning won’t fully serve the needs of the customer.  

CPAs

Helping CPAs build strategic financial plans and do more for their top business owner and high net worth family clients.


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*Please note: The following "case studies" are hypothetical and don't involve real people. They're educational, and intended to give you a sense of how our "Team of Experts" process works. They should not be interpreted as promises or guarantees.


Operating Principles

Amplifying Our Clients' Ability To Give Back

We are committed to maximizing a client's ability to give back to their families, their faith, their world. Our firm is dedicated to being the "go-to" team, ready when needed for the marathon of life. 

We want to help make the world a better place. And what better way to do that than to specialize in serving successful folks who want to do more for others?

Loyalty is Earned

We strive to earn our clients' loyalty by providing good advice and by being professional, available, discreet, attentive, and creatively responsive to their financial planning needs and objectives. 

Investing: Compounding Creates Wealth

Compounding is where the magic happens. Compounding creates wealth. Companies that grow their profits year after year are rare. But they tend to produce sustainable, compound returns-and represent a great opportunity to build wealth over time. 

Insurance: as Part of Our Planning Services, We Advise on Insurance Issues

Palmerston Group Advisors is affiliated with an insurance agency that does insurance sales and which receives commissions. Our advice about insurance is independent and fiduciary-based and included in our fees. Clients are free to use the affiliated agency, but are under no obligation to do so, and are free to utilize any insurance agency they choose.


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Six Principles that High Net Worth Families Need to Know and Use