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  • How can I convert my financial success into a lasting legacy?
  • How can I donate? How much can I afford?
  • Should I create a family foundation?
  • Have I earned enough to retire?
  • What happens if I need this money?
  • Should I really sell what has given me financial success?
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Accendos’ investment approach is to preserve wealth and generate superior investment returns within the parameters of a highly personalized, independent, and client-aligned investment management philosophy.

With the benefit of our experience, we will analyze and develop an investment portfolio that is tailored specifically to meet your requirements.  We believe that prudent selection of best of breed investments at reasonable valuations is essential to risk-adjusted capital appreciation.

Beyond traditional family management, we recognize that family wealth spreads into real estate, works of art, trademarks, patents, and similar assets.  At Accendo we offer the clarity of a unified perspective for those clients whose assets spread beyond traditional. In addition to our expertise, we bring the appropriate combination of understanding and discretion to each case.