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About The Howard Group
WELCOME TO THE HOWARD GROUP
MY NAME IS MELVIN J. HOWARD
Principal of the Howard Group
Our mission is to help individuals & business owners develop financial objectives, and achieve those objectives through various financial, investment and consulting services that are designed to meet their present and future needs. Our goal is to help you make informed decisions about issues that affect your financial well being so you can achieve financial freedom. The complete picture Portfolio management is only one aspect of the single family office. Significant wealth creates tremendous challenges. A plan of action is vital to ensuring wealth is preserved and maximized for current and future generations. We build this integrated wealth management plan by providing you with sound, objective financial advice and guidance; proactive investment management; meticulous tax planning and preparation; comprehensive financial analysis and insurance assessment; and visionary trust, estate and philanthropy planning.
As a single family office, we work closely with families to develop a collaborative plan to complement the services provided by other family advisors. Below is a list of a few of the family wealth management services we provide our clients every day.
Working with The Howard Group, you get;
The full array of investment products you need to pursue and achieve your financial goals and objectives . But without the hidden agendas, cookie-cutter programs common at large, impersonal firms that form barriers to truly enhancing your family wealth.
The Howard Group team will:
- Help analyze your individual and family needs and goals
- Give you sound, unbiased advice
- Execute your plans and requests flawlessly
- Keep you well informed with timely information so you can always make quick, smart decisions.
Family Office Services with a Multi-Generational View
As the principal of a wealthy family, you know first-hand how overwhelming a challenge it is to watch over your family and your financial affairs providing guidance to accomplish your family’s goals allowing your children to pursue their dreams caring for your parents ensuring that your money lasts for generations managing a complex financial world of diverse advisors funding and managing your philanthropies.What you need is more than traditional wealth management it’s life management.
You need someone who can bring professional organization to the complexity of your financial and personal worlds. We make this a reality for you with The Howard Group. You’ll see that, as a Howard Group Family Office client, you get much more than just traditional wealth management. You get life management, with tasks carried out on your behalf based on your instructions, with complete and timely communications to keep you apprised of your situation at all times, and with 24/7 access to vital information.
The Howard Group Full Family Office Services Suite:
For high-wealth individuals and families, taking advantage of the complete package of Family Office services often makes the most sense because the breadth of the relationship. The Howard Group performs on your behalf, all services are fully coordinated, you always know who to turn to, whatever the need, and the arrangement is more cost efficient.
The typical client that utilizes The Howard Group Full Family Office Services Suite:
Has a total family net worth of at least $10 million is willing to use The Howard Group Family Office and Wealth Management advisors to manage planning and allocation of all investment assets, whether held by The Howard Group or not. Desires a comprehensive Investment Performance Report to monitor all their investment activities with one report.
Desires online, real-time net worth statement reporting on all assets through Personal Financial Statements. You can rely on The Howard Group for all or part of a personal financial plan, including the review and management of an estate plan, property and casualty insurance coverage, cash flow and – when applicable – retirement plan.
The Howard Group Estate Planning:
Provides a comprehensive diagnostic review and strategic plan to meet your estate needs. The plan is developed by our Family Office professionals after meeting with each client to understand their individual goals and objectives and integrating this with their current tax, investment and financial plans. Initial review of current situation and existing estate and trust documents. Discussion of possible wealth accumulation, preservation and distribution strategies.
Integration of estate plan with tax, investment, financial, business, and insurance planning. Resolution of immediate needs, such as guardian issues or living wills. Plan developed to manage problems associated with a sizable inheritance or wealth generating event . A strategy focused on multi-generational planning . For further information contact (646) 845-1854 Ext 296.
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