Chief Planning Officer

Your strategic partner to orchestrate, grow and protect what you have built. A simple service offering, easy to understand, easy to engage. 

What can a chief planning officer do for you

Connect with excellence with one of our Chief Planning Officer (CPO) offerings

CORE

CPO CORE

apricity advisors wealth management
Full service strategic planning

Advanced planning with high to ultra-high-net-worth families is essential due to the complex and unique financial situations they often face. These families possess substantial wealth, and their financial affairs are intricate, involving various assets, investments, and legal structures. Apricity Core Services navigates the complexities of their financial landscape, ensuring the preservation, growth, and responsible transfer of their wealth across generations, while addressing specific challenges associated with their unique circumstances.

  • Asset management
  • Alternative Investments/Private Equity
  • Family Limited Partnership Planning
  • Portfolio/Advisory Services
  • Life Insurance Oversight
  • Disability Insurance Oversight
  • Selection/Training of Trustees and Protectors
  • Investment and Beneficiary Education
  • M&A Planning
  • Buy/Sell Agreements & Funding
  • Federal, State & Local Income Tax – Client (Prep)
  • Intrafamily Loans – Structuring & Tracking
  • Cash Flow and Lifestyle Planning
  • Estimated Tax Planning, Tax Optimization and Solutions
  • Summary of Documents (Wills, Trusts, etc.)
  • Property & Casualty Facilitation, Oversight & Coordination
  • Long term Care Insurance Oversight
  • Private Banking Coordination
  • Asset Purchase Consultation
  • Trust Administration & Reporting
  • Debt Management
  • Budget planning and reporting
  • Return on asset analysis
  • Wealth Preservation
  • Global Considerations
  • Philanthropy
  • Succession Planning
  • Monthly Meetings
Just the essentials, all the excellence.

Apricity’s Essentials planning approach offers a comprehensive process. The result is a roadmap to achieve your most secure and prosperous future. Apricity’s Essentials Planning Services Include:

  • Goal Identification
  • Coordinating and Integrating Advisory Team
  • Fiscal Framework
  • Liquidity Position and Forecasting
  • Investment Strategy
  • Debt Management
  • Tax Review/Strategy
  • Retirement Planning
  • Risk Management and Insurance
  • Wealth Preservation
  • Business Strategy
  • Financial Awareness and Education
Essentials

CPO Essentials

apricity advisors asset management management unlock value at every corner

We provide premium solutions that are tailored to the unique needs of each of our clients.

Elevate how you manage your wealth. ​

In 30 minutes, you can embark on a bespoke financial journey where your ambitions are nurtured with unmatched expertise.

Schedule a Consultation