Aon New York is a leading financial services firm that provides personalized wealth management solutions to high-net-worth individuals, families, and institutions. With a strong presence in the global financial hub of New York City, Aon New York offers a comprehensive range of services designed to help clients achieve their unique financial goals and objectives. From investment management and retirement planning to estate planning and tax strategy, Aon New York's team of experienced professionals works closely with clients to understand their individual needs and develop tailored solutions to address them.
Comprehensive Wealth Management Services
Aon New York’s wealth management services are built around a deep understanding of each client’s financial situation, goals, and aspirations. The firm’s experienced advisors take a holistic approach to wealth management, considering all aspects of a client’s financial life, including investment portfolios, retirement accounts, estate plans, and tax strategies. This comprehensive approach enables Aon New York to provide clients with integrated solutions that address their overall financial well-being, rather than just focusing on individual components of their wealth.
Investment Management
Aon New York’s investment management services are designed to help clients achieve their long-term financial goals through a disciplined and diversified investment approach. The firm’s investment team works closely with clients to understand their risk tolerance, investment objectives, and time horizon, and develops personalized investment strategies that balance risk and potential return. Aon New York’s investment management services include asset allocation, portfolio optimization, and ongoing portfolio monitoring and rebalancing.
| Investment Strategy | Description |
|---|---|
| Equity Investing | Aon New York's equity investing approach focuses on long-term growth and dividend income, with a emphasis on quality companies with strong financials and competitive advantages. |
| Fixed Income Investing | The firm's fixed income investing approach seeks to provide income and capital preservation, with a focus on high-quality bonds and other debt securities. |
| Alternative Investing | Aon New York's alternative investing approach includes investments in private equity, hedge funds, and other alternative assets, designed to provide diversification and potential long-term growth. |
Retirement Planning and Employee Benefits
Aon New York’s retirement planning and employee benefits services are designed to help individuals and institutions develop effective strategies for saving and investing for retirement. The firm’s experienced advisors work closely with clients to understand their retirement goals and develop personalized plans that address their unique needs and circumstances. Aon New York’s retirement planning services include 401(k) and pension plan design, retirement plan administration, and employee education and communication programs.
Estate Planning and Tax Strategy
Aon New York’s estate planning and tax strategy services are designed to help clients minimize taxes, protect their assets, and ensure the smooth transfer of wealth to future generations. The firm’s experienced advisors work closely with clients to understand their estate planning goals and develop personalized plans that address their unique needs and circumstances. Aon New York’s estate planning services include wills and trusts, estate tax planning, and business succession planning.
- Aon New York's estate planning services are designed to be integrated with the firm's investment management and retirement planning services, providing clients with a comprehensive and coordinated approach to managing their wealth.
- The firm's experienced advisors work closely with clients to understand their unique needs and goals, and develop personalized estate plans that address their individual circumstances.
- Aon New York's estate planning services include ongoing monitoring and updates, to ensure that clients' estate plans remain current and effective over time.
What is the minimum investment required to work with Aon New York?
+Aon New York does not have a minimum investment requirement, and the firm works with clients of all sizes and asset levels. However, the firm’s services are generally most suitable for high-net-worth individuals and institutions with complex financial needs and goals.
How does Aon New York approach investment management?
+Aon New York’s investment management approach is disciplined and diversified, with a focus on long-term growth and income. The firm’s investment team works closely with clients to understand their unique needs and goals, and develops personalized investment strategies that balance risk and potential return.
What types of retirement plans does Aon New York offer?
+Aon New York offers a range of retirement plans, including 401(k) and pension plans, as well as individual retirement accounts (IRAs) and other types of retirement savings vehicles. The firm’s experienced advisors work closely with clients to understand their retirement goals and develop personalized plans that address their unique needs and circumstances.
