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Palmerston Group will provide you with a free assessment to determine how our "Team of Experts" approach would work for you. 


WHY: 

To help you learn more about our services and make an informed decision about hiring our firm.

WHAT:

A free planning, retirement/estate, and tax/keeping-money assessment. We will discuss with you ways to improve your planning and wealth management and how better to tackle high taxes, complexity, and risk. There’s no obligation and no charge.

WHO:

Business owners, families, and individuals who have accumulated significant wealth and believe a "Team of Experts" approach could add value.

Find out about how we work and how we can serve you. Upfront, without obligation or cost.

15-Minute Call

The first step is a phone call with our team.


3 Big Answers

You will finish with answers to three, big questions about how planning and wealth management could work better for you.











Are We a Good Fit for You and Vice Versa?


We specialize in helping:


Those Aiming for Significance in the Lives of Others 

We help people who use their wealth to do good things - for their families, and for the communities and causes that are important in their lives. We aim to maximize that ability - and to help clients save more time in their own lives for what’s most important. It’s why we love what we do! 

Business Owners 

We help 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.

High Net Worth Families 

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

CPAs

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

After the call, to help you make a good decision, please consider how you’d answer the following two questions:

Do you think Palmerston Group is a fit for a long-term relationship with you - in terms of trust, expertise, and philosophy?

In your view, is the value you receive likely to be significantly greater than the cost?

If you decide you’d like us to serve you, terrific! Thank you so much. Let’s get going! 

If we’re not for you, then thank you so much for considering Palmerston. In fact, we’ll be happy to brainstorm ideas with you about who might be a potential fit.


Not Quite Ready To Schedule an Appointment?

THAT’S OK!

You can sign up for our free guide, Getting the Most Life From Wealth - 6 Principles That High Net Worth Families Need to Know and Use on the home page. 

You can also call our direct line at 732-248-5777 or email inquiries@palmerstongroup.com if you just have a few questions for us.