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wealth management
RH Buchanan wealth advisors work closely with high net worth individuals and multi-generational families to create customized solutions. We aim to deliver predictable outcomes for our clients and maintain focus on our values of diligence, discipline, conservative decision-making, and results-oriented advice.
A collaborative approach.
Wealth advisors play a critical role in the planning process by focusing on our client’s objectives and desired outcomes. We assist in connecting our clients to experts, thought leaders, and premier resources that help address a range of financial and legacy objectives.
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Investment Management
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Taxation and Income Planning
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Estate Planning and Trust Administration
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Philanthropy and Legacy Planning
Connecting you with experts and collaborating to develop a personalized strategy.
R.H. Buchanan is your primary point of contact, and we collaborate with your estate planning attorneys, tax advisors, and corporate resources. This approach provides visibility to your advisor and a highly effective team you can trust.
Utility makes the difference.
You have access to a team of advisors and experts to guide you in the meaningful decisions concerning the wealth you have created or inherited.
We understand the connection between capital markets and client objectives. Our partnership will help create efficiency and help maintain focus on the goals that matter to you.
High Net Worth Investing
R.H. Buchanan provides significant capabilities and investment opportunities for affluent families and distinguished investors; including market research and reporting, impact investing and sustainability, alternatives and direct investments in private markets debt and equity and real estate.
Private Wealth Management Client Profiles:
Multigenerational Families
We assist family enterprises, foundations and Domestic Asset Protection Trusts, providing guidance and stewardship for multiple generations.
- Trustee Services
- Legacy Planning and Philanthropy
- Estate Planning
- Wealth Preservation
- Family Transition Strategies.
Founders and Entrepreneurs
We assist business owners and private equity executives as they create, acquire, and transition their businesses.
- Liquidity Strategies
- Business Planning
- Taxation
Corporate Executives
We assist executives as they navigate complex compensation and benefit structures.
- Equity Awards
- Liquidity Events
- Benefit Elections