Our Services
Detalus encompasses a full suite of financial services. Understanding the breadth of services available to you allows more customization for your investment plan and opportunities to augment your financial strategy.
Family Office services, those marked in green, are provided to qualifying individuals and families.
Financial Planning
We work with individuals and families, to create a comprehensive long-term plan that addresses their goals, such as retirement, college education, second home purchases, long-term care, or other unique aspirations. This process usually also results in analyzing or developing a budget that helps our clients achieve their cash flow and lifestyle needs.
Estate Planning
We work with your attorney to ensure your estate plan aligns with your family’s vision and goals. Additionally, trusts may be essential planning tools for wealthy households, and through Pershing’s Trust Network, we can help clients enjoy all the benefits of trusts — while we manage the trust’s assets through our NetX360® platform.
Insurance Services
Life can be unpredictable. We can add peace of mind through a handful of insurance products, such as annuities, life insurance, and long-term care insurance.
Private Banking
Personalized lending and mortgage solutions, along with other financial and banking services, address the unique needs of high net worth individuals and families.
Lending Solutions
We offer a lineup of competitive solutions to help manage liquidity, enhance investment power, and increase income potential.
Tax Planning
We coordinate with your accountant throughout the year to assist with year-end tax filings and planning goals.
Investment Management
Central to our suite of services, Investment Management helps protect and increase your wealth through asset allocation and thoughtful investment strategies that go beyond the standard offerings of most firms.
Philanthropy Solutions
We build deeper, stronger relationships by helping clients achieve their philanthropic goals through donor-advised funds. These funds allow clients an easy way to support the causes they care about and leave a lasting legacy.
Alternative Investment Solutions
Access to private equity, hedge funds, managed futures, real estate, and other non-traditional investments.
Family Meetings
As a firm that focuses on improving the way families manage wealth, we also offer education to the next generation to help ensure a successful wealth transfer and continuation of your family’s legacy.
Cash Management
Our cash management solution allows our clients to address investing and day-to-day cash needs through online bill payment, check writing, and Visa® debit cards that may be used at 24 million merchant locations and over 1 million ATMs worldwide.
Small Business Retirement Plans
We help small business owners, who are often juggling the day-to-day responsibilities of their company, develop and manage retirement plans, such as 401(k) plans, cash balance plans, profit-sharing plans, SEP IRAs, and SIMPLE IRAs.