Kings New York Contrato general de gestión de activos de clientes privados - Private Client General Asset Management Agreement

• Category: Contrato - Cliente Privado
• State: Multi-State
• County: Kings
• Control #: US-1030BG
• Format: Word

Description

Activo general The Kings New York Private Client General Asset Management Agreement is a comprehensive financial agreement tailored for high net worth individuals seeking personalized wealth management services. This agreement establishes a partnership between the client and Kings New York, a renowned investment management firm, to effectively manage and grow their assets. Within this agreement, numerous types of asset management services are covered, providing clients with a wide range of options to meet their specific financial goals and objectives. These can include investment advisory services, portfolio management, financial planning, risk assessment and mitigation, asset allocation strategies, and performance reporting. Kings New York recognizes that each client's financial situation is unique, and thus it offers several variations of the Private Client General Asset Management Agreement to cater to different needs and preferences. Some of these variations may include: 1. Individualized Asset Management Agreement: This type of agreement is highly customized, considering the individual client's risk tolerance, investment objectives, and time horizon. It aims to achieve optimal returns while considering the client's unique circumstances and preferences. 2. Tax-Optimized Asset Management Agreement: This agreement focuses on minimizing tax obligations while managing and growing the client's assets. It incorporates tax-efficient investment strategies and maximizes opportunities for tax deductions, deferrals, and optimization. 3. Philanthropy-Focused Asset Management Agreement: For clients who possess a strong desire to make a positive impact on society, this agreement aligns the management of their assets with philanthropic goals. It incorporates socially responsible investment principles and identifies opportunities to support charitable causes while pursuing financial growth. 4. Multi-Generational Asset Management Agreement: Designed for families seeking to preserve and grow their wealth across generations, this agreement takes into account intergenerational financial planning, estate management, and wealth transfer strategies. It aims to ensure the long-term financial security of the family and maintain the desired legacy. When entering into a Kings New York Private Client General Asset Management Agreement, clients can expect full transparency, open communication, and a high degree of professionalism. The agreement outlines the roles and responsibilities of both parties, the fee structure, account access and reporting, as well as compliance with regulatory requirements. Overall, the Kings New York Private Client General Asset Management Agreement offers a comprehensive suite of services for high net worth individuals, allowing them to delegate the management of their assets to knowledgeable professionals while achieving their financial objectives.

The Kings New York Private Client General Asset Management Agreement is a comprehensive financial agreement tailored for high net worth individuals seeking personalized wealth management services. This agreement establishes a partnership between the client and Kings New York, a renowned investment management firm, to effectively manage and grow their assets. Within this agreement, numerous types of asset management services are covered, providing clients with a wide range of options to meet their specific financial goals and objectives. These can include investment advisory services, portfolio management, financial planning, risk assessment and mitigation, asset allocation strategies, and performance reporting. Kings New York recognizes that each client's financial situation is unique, and thus it offers several variations of the Private Client General Asset Management Agreement to cater to different needs and preferences. Some of these variations may include: 1. Individualized Asset Management Agreement: This type of agreement is highly customized, considering the individual client's risk tolerance, investment objectives, and time horizon. It aims to achieve optimal returns while considering the client's unique circumstances and preferences. 2. Tax-Optimized Asset Management Agreement: This agreement focuses on minimizing tax obligations while managing and growing the client's assets. It incorporates tax-efficient investment strategies and maximizes opportunities for tax deductions, deferrals, and optimization. 3. Philanthropy-Focused Asset Management Agreement: For clients who possess a strong desire to make a positive impact on society, this agreement aligns the management of their assets with philanthropic goals. It incorporates socially responsible investment principles and identifies opportunities to support charitable causes while pursuing financial growth. 4. Multi-Generational Asset Management Agreement: Designed for families seeking to preserve and grow their wealth across generations, this agreement takes into account intergenerational financial planning, estate management, and wealth transfer strategies. It aims to ensure the long-term financial security of the family and maintain the desired legacy. When entering into a Kings New York Private Client General Asset Management Agreement, clients can expect full transparency, open communication, and a high degree of professionalism. The agreement outlines the roles and responsibilities of both parties, the fee structure, account access and reporting, as well as compliance with regulatory requirements. Overall, the Kings New York Private Client General Asset Management Agreement offers a comprehensive suite of services for high net worth individuals, allowing them to delegate the management of their assets to knowledgeable professionals while achieving their financial objectives.

Para su conveniencia, debajo del texto en español le brindamos la versión completa de este formulario en inglés. For your convenience, the complete English version of this form is attached below the Spanish version.