Astor Asset Management brings a new dimension to the forefront of an ultra-high net worth investor’s wealth management strategy and plan. Investors formulate bespoke plans either through their own independent financial advisors or through one of the many independent experts, analysts, and brokers in our vetted referral network. Investors then integrate Astor’s financing services and liquidity solutions into those plans to leverage the hidden cash potential that is locked into investment assets. Investors retain an interest in their assets while using that locked-in value to expand business and personal holdings.
An Astor financing transaction avoids the immediate capital gains tax consequences that can erode the value of a portfolio when assets are sold to free up capital for alternate investments. The investor’s portfolio continues to be managed under a discretionary or advisory protocol, or under such other structures as the investor might have developed in consultation with a financial advisor. Their services and solutions impose no adverse restrictions on an investor’s credit profile, and the investor can seek multiple financings with no crossover among transactions.
