Private Client Services

In addition to providing private asset advice, Westover offers a panoply of other wealth management services of potential interest to high net worth individuals, families and institutions. These hand-crafted, client-specific services include estate planning, charitable and philanthropic strategies, tax planning, retirement planning, financial planning, trustee services and bill paying.

The principal of Westover Capital is Murray Sawyer. He earned degrees from the University of North Carolina (A.B. 1968) and Vanderbilt University (J.D. 1971). His extensive experience as an attorney who practiced for more than 40 years provides Westover with a unique perspective and ability. Murray’s “hands on” estate and trust work has proven invaluable to many of Westover’s existing clients. It is this combination of legal experience coupled with investment advice which sets Westover apart from other wealth management providers.

It is a bedrock element of the attorney-client relationship that an attorney must act at all times in the best interests of his client. It is likewise incumbent upon investment advisors to act as a fiduciary for their clients.

You may rely on Westover’s unique perspective and experience to provide you with select in-house wealth management services. In addition you may ask Westover to secure third parties, such as attornies or accountants with experience in this area, who will work hand-in-hand with you and Westover to accomplish your wealth management goals. As a third alternative, working with you and your other existing professional advisors, Westover can act as the “hub” of your wheel to craft and institute a plan which incorporates the best ideas of your present advisors in the wealth management arenas.

At WCA, investment consulting and particularized wealth management services are always provided by placing the client’s interests first. Please don’t hesitate to contact us for more extensive information in regard to any one or more of these areas.

Changing to an individual Trustee

 

The trustee for your assets used to be the friendly officer at your local bank.  Now the bank’s been acquired by a conglomerate in another city and you only hear from them when they raise your fees.  Learn what’s involved in changing to an individual trustee.