Voyant: Future Proofing Financial Success for High-Net-Worth Clients

The Future Begins Now

With financial success comes complexity, but Voyant cuts through the noise. We offer high-net-worth (HNW) clients a hyper-personalized roadmap to long-term, generational prosperity—detours and all. It's not just about wealth management, financial planning, or investment planning; it's about empowering financial professionals to showcase their value and provide additive transformational support for HNW clients who require different services.

For High-Net-Worth clients, Voyant helps advisors:

Optimize Wealth and Tax Strategies

Model diverse scenarios and stress test portfolio allocations over time to simulate possible results and adjust holdings for superior outcomes
Assess tax management strategies to determine the most effective steps for tax mitigation
View how estate taxes will impact wealth transfer, gifting, portfolio value and more

Navigate Complex Products and Asset Protection

Delve into the long-term impacts of concentrated stock risk, alternative investments, and private market holdings
Evaluate the threshold of invested assets that a client can afford to lose while still achieving their goals
Examine the use of trusts to manage and invest assets throughout your client's lifetime and after death

Plan for Long-term Care and Legacy

Conduct goal priority analysis, allowing clients to rank and reassess their goals and plan
Evaluate the impact of long-term care insurance costs on the plan at different points in time
Review scenarios around family gifting, charitable contributions and philanthropic activities