What We Do
At Sankus Wealth Solutions, we understand that managing wealth is about much more than just investing. It's about creating a comprehensive plan for your financial future, taking into account your individual goals, values, and risk tolerance.
Our team of experienced wealth management professionals is dedicated to providing personalized and comprehensive services to help you reach your financial goals. Whether you are saving for retirement, managing wealth for multiple generations, or planning for your legacy, we are here to help. Our approach to wealth management is built on a foundation of trust and transparency.
Our Solutions
Wealth Management
At Sankus we will provide you with a tailored made plan that takes into account all aspects of your financial life, including budgeting, saving, investing and paying down debt.
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Tailored-Made Financial Plans
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Concentrated Position Services
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Client Dashboard
- Access to Credit Facilities
- Retirement Planning
Estate Planning
Unavoidable as it is, a clear path for succession must be designed and taken into consideration in any household.
With the assistance of our partners, we offer a comprehensive suite of products and services to aid individuals and families in their estate planning endeavors.
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Living Recovable Trusts
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Irrevocables Trusts
(Including Irrevocable Life Insurance Trusts)
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Wills
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Asset Protection Strategies
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Family Governance
Asset Management
We will work with you to create a diversified portfolio that aligns with your goals and risk tolerance.
As a client you will have access to a range of curated financial products, from public market strategies, to exclusive alternative investment opportunities
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Separate Managed Accounts
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Top-performing Hedge Funds
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Long/Short Managers
- Private Credit Strategies
- Venture Capital deals and funds
- Private Equity deals and funds
- Crypto Market Access
Life Insurance
Life insurance policies can be used as tool for wealth management in several ways and help individuals increase and protect their wealth.
Sankus Life Solutions specializes in providing specialty life insurance products that assist families in achieving their financial objectives.
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Premium Finance
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Business Planning
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Charitable Giving
- Private Placement Life Insurance Structures
Tax Planning
By optimizing tax strategies, you can reduce your tax obligations, retain more earnings, and accelerate your progress towards your financial objectives.
Our tax planning services are designed to help achieve these outcomes through the identification of tax-optimized investment approaches and the utilization of tax-favored accounts
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Tax Loss Harvesting Strategies
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Real Estate Opportunity Zone Funds
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Real Estate Depreciation Strategies
- Private Placement Life Insurance Structures
Credit Facilities
As a client of our wealth management service, you will have access to a variety of credit facilities to help you meet your financial needs.
We will work with you to identify the best options for your situation and guide you through the application process.
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Pledge Asset Line of Credit
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Top Rate Margin Rates
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Competitive Mortgages
(Traditional, Crypto Backed, Construction)
- Airplane Financing
Client Dashboard
As a client you will have access to a secure client dashboard where you can view your portfolio, track your investments, and access detailed reporting on your financial performance. This will allow you to easily monitor your progress and make informed decisions about your finances.
