Creating a goals-based plan to secure your future
It's all about having a plan and staying true to your goals
Sophia sat at her desk, looking out over the city from her high-rise office. She built her business from the ground up, and now, she was preparing to sell a significant stake in it. As she looked back on her journey, she realized what was most important to her–her family.
Read Sophia's story
Example: Goals,
Asset Allocation & Captial Allocations
Goals
Strategic asset allocation
Capital allocation
Growth
LEGACY
Lifestyle
Liquidity
USD 10.0M
USD 27.7M
USD 22.4M
USD 39.9M
Cash for opportunistic investments. Three years of spending buffer
Lifestyle spending USD 1.0MM per year from 2024 to 2053
Legacy to family USD 30.0MM in 2053 (invest USD 22.4MM now to give 30.0MM later)
Multi generational portfolio
Total:
USD 100.0M
Cash
Conservative
Balanced
Growth
Cash
Fixed income
Equities
Alternatives
Based on our understadning of your goals
Sophia's Story
Sophia sat at her desk, looking out over the city from her high-rise office. She built her business from the ground up, and now, she was preparing to sell a significant stake in it. As she looked back on her journey, she realized what was most important to her–her family.
Sophia had always been driven, determined to succeed in business. But as she was moving to another phase in her life, something shifted inside her. She felt stronger than ever that her legacy was about more than the business she had developed. It was about leaving something behind for her family and the world. She knew that she needed help to restructure her wealth to achieve this goal, so she called her trusted advisor at JP Morgan to discuss her future. There were two things she wanted to secure –funding her lifestyle goals and securing the future of her family.
Sophia's advisor listened patiently as she outlined her targets. He knew that this was a crucial moment for her and her family. Together, they worked through the details, making sure that Sophia's plan was sound and secure.
As the deal for Sophia's business closed, she felt a sense of relief. She had achieved her goal, but more importantly, she had secured her family’s future. Sophia knew that the road ahead would be challenging, but she was ready for it. She had a strategy in place, and she was prepared to execute it.
It's all about having a plan and staying true to your goals
Sophia sat at her desk, looking out over the city from her high-rise office. She built her business from the ground up, and now, she was preparing to sell a significant stake in it. As she looked back on her journey, she realized what was most important to her–her family.
Proposed goal-aligned portfolios
