Integrated Net Worth Model – Mooney Lane Private Wealth

Who's Managing My Money?

As wealth increases, so do the complexities of its management.

Providing access to unique institutional type accounts which are not commonly available to retail investors allows Harbourfront to stay client-centric, and focused on the best avenues for preservation and enhancement of wealth. The Integrated Net Worth Model provides advanced services beyond those generally available through accountants and investment advisors.

Wealth Management Services

Income planning & projecting
Retirement planning
Traditional Investments
Alternative investments
Private investments
Watermark Private Portfolio
Back tested portfolio construction

Family Office Services

Trusts & estate preservation planning
Philanthropic planning
Insurance products
Tax Planning
Group Benefits & Pension Plans
Intergenerational Transfers of Wealth

Family Office Services are not regulated by CIRO and some products do not qualify for CIPF coverage, please inquire with your advisor for more information

QUESTIONS?

Questions about the Integrated Net Worth Model? We would love to chat further about it. Contact us now!

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