Who We Serve

Clients who benefit from using investment firms to manage and build wealth

Investment firms are meant to help clients and organizations in many financial positions and stages of life to establish, protect, and grow wealth and assets. At Naples Global Advisors, our clients each have unique needs. They come from many walks of life, from across the country, and around the globe. One common trait they share is that they have amassed a significant measure of wealth that is important to them – and priority number one is to not lose it. From there the goals may vary, but all benefit from cohesive and creative planning, disciplined execution, and custom investment management.
Individuals & Families
Business Owners
Public Company Executives
Retirees
Family Estates & Trusts
Non-Profit Organizations, Foundations, & Endowments

Individuals and Families

Wealth management for individuals and families can take the form of many different strategies, depending on the life events our clients are facing.

  • Has your hard work paid off, resulting in a significant nest egg?
  • Have you recently received an inheritance, or are you about to?
  • Are you planning to sell long-held property or assets?
  • Are you deep into your successful career and starting to set your sights on retirement?
  • Are you facing big life changes such as marriage or divorce?
  • Are you considering or planning a move to Florida?

Whether you’re seeking guidance on the most efficient strategies towards wealth accumulation, or you’re already in possession of significant wealth and looking to protect it, responsibly grow it, and plan for a future employing it, we personalize a strategy based on your overall goals and the amount of risk you’re comfortable with. We then deploy that strategy with discipline, actively managing your investment portfolio and updating the plan to continually reflect your goals and expectations.

How we can help you:

  • Budgeting and cash flow forecasting
  • Asset allocation and risk management
  • Custom, active portfolio management

  • Retirement planning
  • Estate planning and multi-generational coordination

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Business Owners

Owning a successful business is food for the entrepreneurial soul, and while the challenges are by nature never-ending, the rewards can make up for them in spades.

  • Have you been looking for strategic ways to manage liquidity within your business?
  • Have you considered different strategies regarding compensating yourself more efficiently?
  • Are you considering a transition of ownership to descendants or employees?
  • Are you thinking of selling your business within the next 3-5 years?

As nearly any business owner will admit, not every ounce of energy spent running a successful business translates to revenue, and very often working smart (especially with a good plan) outpaces working hard. Our years of experience working with our business-owning clients have led to high-value strategies that can be additive to your business, and your overall wealth landscape.

How we can help you:

  • Custom, active portfolio management
  • Retirement plan elections

  • Estate planning and multi-generational coordination
  • Tax planning

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Public Company Executives

Senior executives of publicly traded companies have built careers by operating at the highest levels of efficiency, accountability, and goal orientation. Flexibility, creativity, and tackling complexity are not just skills; they are personality traits.

  • Are you approaching retirement, and faced with a complex collection of retirement plans?
  • Is your current compensation leading to concentrated stock or options positions?
  • As your wealth builds, have you planned for estate tax implications, inheritance structuring, and other decisions related to transferring significant wealth efficiently?

At Naples Global Advisors, our depth and breadth of experience allows us to creatively and expertly approach and solve many of the complex issues associated with a career leading publicly traded companies. We have done it before and would be happy to show you how we could put the investment and financial odds in your favor.

How we can help you:

  • Budgeting and cash flow forecasting
  • Asset allocation and risk management
  • Custom, active portfolio management

  • Retirement plan elections
  • Estate planning and multi-generational coordination
  • Tax planning

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Retirees

As a retiree you have already worked to accumulate wealth and assets, so your overall financial goal and strategy is often much different than that of a working individual or younger family. A plan that answers the key questions you face is critical, and persistent and reliable execution of that plan will allow you to truly retire, not just stop going to work.

  • Are you hoping to simplify a seemingly complicated collection of retirement accounts?
  • Are you looking for help to get a thorough understanding of your asset/income picture, to design a sustainable budget in retirement?
  • Are you facing 401(k) rollovers, Social Security elections, or other retirement decisions that you want or need efficient, experienced, fiduciary advice on?
  • Are you concerned about, or have you been sold, products that “guarantee” income, but now are significantly restricting your overall liquidity or flexibility picture?

For retirees, our team of broadly experienced fiduciary professionals works to plan, protect, and serve you and your family during your retirement years-years that you have worked for decades to reach. Protecting what you have built and making sure it lasts often sound like such simple goals. However, when it comes to living on fixed income sources and an investment portfolio in retirement, details can have a major impact on your quality of life in your golden years.

How we can help you:

  • Budgeting and cash flow forecasting
  • Asset allocation and risk management
  • Custom, active portfolio management
  • Management of IRAs, SEP IRAs, Roth IRAs and Inherited IRAs

  • Retirement cash flow analysis and advice
  • Calculation and coordination of required minimum distributions
  • Guidance on Social Security election strategies

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Family Estates and Trusts

Whether investing one’s life savings, the proceeds from the sale of a family business, inheritance, or funds held in a trust for another generation, we use our experience to guide our clients through the myriad of financial decisions that support their most important life decisions.

  • Are you the Trustee of a trust seeking out fiduciary investment management and guidance?
  • Are you looking to establish an estate plan employing trusts to protect estate assets?
  • Are you looking for guidance and management of a trust established to care for a special-needs child?

Our team specializes in managing various types of trusts:

  • Revocable Trusts
  • Irrevocable Trusts
  • Special Needs Trusts

  • Charitable Trusts
  • Endowments
  • Foundations

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Non-Profit Organizations, Foundations, and Endowments

Maintaining and growing a non-profit, foundation, or endowment essentially means helping more people, for longer. Many non-profit organizations turn to Naples Global Advisors to help achieve longer term or perpetual investment goals, which ultimately leads to greater outreach and community impact. At Naples Global Advisors, we can help your non-profit organization reach its financial goals through the establishment of endowment funds and capital management, as well as principal protection through risk management.

Naples Global Advisors has years of experience managing individual and family wealth as well as church and non-profit foundation and endowment assets. We understand the perpetual nature of the funds and have a successful history of implementing investment plans to stay within established guidelines and on-track to meet long-term goals.

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