Private Wealth Advisory Services

During his career Mr. Schlemmer has developed an extensive knowledge base in the area of complex wealth management, sophisticated structured financial products, securities and derivatives markets, complex estate, financial and succession planning methods, trusts, corporate entities and family asset protection methods.

This knowledge provides him with a unique ability to provide confidential consultation to UHNW individuals and their family members, whether acting as a confidential sounding board; providing a review and second opinion on an existing trust, estate, financial or succession plan; acting as an Independent Board Director, Independent Trustee, Co-Trustee, or Trust Protector; or providing assistance with other financial management matters and related services.

These confidential services are offered on a very limited basis to UHNW individuals.