Resources & Support
Specialized resources for your clients with significant wealth
Some clients have more complex needs than others. Ameriprise offers a distinct approach to serve individuals who have more complex and advanced financial needs. The firm offers strategic guidance focus on wealth accumulation, utilization, transfer and protection.
Leading individuals’ wealth management plan, our team of experts is uniquely positioned to deliver comprehensive wealth services that extend beyond investment management.
"We leverage our Investment Research Group for their actionable insights on today’s markets. My clients appreciate the insightful market perspectives that we give them."
Pete Goudeau III, CFP®
Financial Advisor
Houston, TX
Wealth Consulting Services
The team focuses on complex financial situations, specializing in the areas of:
- Investment management
- Business strategies
- Estate planning and charitable giving
- Tax management strategies
- Executive compensation
- Retirement planning
- Advisor book of business review
Investment management
Our strategies enable you to help clients manage:
- Alternative investments
- Investment Advisory Solutions including:
- Separately managed accounts
- Unified managed accounts
- Mutual fund and ETF portfolios
- Rep as Advisor/Rep as Portfolio Manager accounts
- Hedging strategies
- Pledge loans
- Fixed income solutions
- Model portfolios
Estate, trust and legacy planning
Thoughtful planning and oversight of your legacy wishes, including:
- Wealth-transfer and protection
- Trustee appointment
- Gifting strategies
- Estate equalization
- Liquidity planning
- Private foundation formation
- Tax strategies
- Charitable giving
Executive compensation
Guidance on navigating complex compensation arrangements such as:
- Stock options and grants
- Bonus structures
- Concentrated stock positions
- Deferred compensation
- Tax strategies
Business owner services
Support for your business, including succession planning and evaluation of:
- Entity formation and structure
- Cash flow
- Debt management
- Employee benefits
- Retirement plan sponsorship
- Succession planning and exit strategy
Ameriprise Bank, FSB provides deposit, lending, and personal trust products and services to its customers, including clients of Ameriprise Financial Services, LLC. (“AFS”). Ameriprise Bank, FSB and AFS are subsidiaries of Ameriprise Financial, Inc. AFS financial advisors may receive compensation for selling bank products.
Ameriprise Bank, FSB. Member FDIC.
Investment Research Group
Experienced investment research and due diligence professionals provide unbiased, objective and timely insights on current market and economic trends — globally and domestically. These insights can help clients meet their investment goals across asset classes:
- Market and economic research
- Fund manager selection
- Equity and fixed income research
- Third parties that cover thousands of securities
Wealth Management Solutions
Deep product knowledge in capital markets including:
- Equities
- Bonds
- Mutual funds
- Structured products
Alternative investments such as:
- Private equity
- Private credit
- Private real estate
- Hedge fund offerings
- Managed futures funds
- Private equity offerings
- Tax-advantaged strategies
Financial Planning Advanced Advice Consultants
Specialized insights and advanced case analyses on:
- Complex estate, legacy and multigenerational planning and gifting
- Executive benefits and compensation
- Small business owner planning
- Charitable and income
- Tax strategies
Available to coordinate with:
- Legal professionals
- CPAs
- Other external resources
Personal Trust Services
Services for your estate and legacy planning needs, including:
- Estate and legacy planning strategies
- Trust management
- Professional trustee services
- Trust administrative services
Wealth Consulting Services
Tailored financial planning and investment strategies for high-net-worth clients and prospects:
- Investment management
- Business strategies
- Estate planning and charitable giving
- Tax management
- Executive compensation
- Retirement planning
Banking and Cash Solutions
Strategies to help ensure your cash and lending needs are met with products that recognize your relationship with Ameriprise, and provide solutions to help you achieve your financial goals.
Advanced Insurance Strategies
The Advanced Insurance Strategies team helps select the most advantageous insurance solutions for your unique situation.
They consult on complex insurance cases by providing strategies for:
- Estate planning
- Business insurance planning
- Charitable giving plans
Ameriprise Bank, FSB provides deposit, lending, and personal trust products and services to its customers, including clients of Ameriprise Financial Services, LLC. (“AFS”). Ameriprise Bank, FSB and AFS are subsidiaries of Ameriprise Financial, Inc. AFS financial advisors may receive compensation for selling bank products.
Ameriprise Bank, FSB. Member FDIC.