Achieving the pinnacle of service demanded by a career in a Big 4 firm requires extraordinary sacrifices — and your personal finances may become an afterthought. You have gained knowledge of and exposure to the most sophisticated parts of the financial services industry, with constraints on your opportunity to participate in it for your wealth. Now, you have earned the right to access true private equity and alternative investments in bespoke portfolios for EY Partners.
What We Bring To The Table
- An EY heritage providing subject matter expertise that builds on the EY perspective to exclusively prioritize you and your family
- An ethos aligned with EY principles that ensures a detail-oriented, transparent partnership
- Comprehensive insight into how EY pension and retirement attributes intersect
- Proprietary modules — incorporating your assets, retirement decisions, and life outside of EY — that seek to optimize your lifetime portfolio and family tax strategy
- Provides a complete picture, factoring in both quantitative and qualitative variables, to help foster comfort and confidence when making EY-specific decisions
- Private, alternative investment-enhanced portfolios built specifically for EY Partners
Start charting a
Custom Course
Through Your Retirement and Family Legacy.
Let's
Refocus
On Your Personal Wealth.
The Partner Retirement Compass
EY Partners have earned their lucrative retirement plan, which consists of intricate account, program, and pension options. Each component must be carefully evaluated and optimized. The Partner Retirement Compass is a series of proprietary retirement strategy and optimization modules methodically built over a decade to help guide EY Partners in the many decisions leading up to, transitioning into, and living through retirement. Specific modules include:
- Partner Retirement Accumulation Optimizer, which helps EY Partners understand the tools they have available to build their Firm-attributed retirement wealth, and the financial impact of leveraging those tools
- Pension Election Scenario Visualizer, which is designed to guide EY Partners specifically through the key decisions and elections they have to make around their pension at retirement, including Deferred Income Opportunities, Lump Sum vs. Pension Annuity, Single Life vs. Joint & Survivor Elections, Rollovers of Lump Sum & Retirement Plan Assets, and Life Insurance Alternatives
- Lifetime, multi-generational financial plan and legacy guidance, bringing EY decisions in concert with your personal balance sheet and wealth outside EY
- Counsel and scenario analysis on unique risks to EY Partners, including firm restructurings and unfunded obligations
Independence Strategy, Monitoring & Maintenance
EY’s professional relationships result in robust independence constraints on family portfolios. In our experience, this can cause EY Partners and unfamiliar advisors to default to passive, traditional investments. Over time, this may result in highly correlated investments, possible excess risk, and high volatility.
Sanderson solves for this in several ways:
- Open Architecture: Unconstrained access to the investment universe with assets stringently evaluated against EY independence guidance
- EY Direct Independence Reporting Protocols: Our managed accounts can directly feed into our EY Partner's independence reporting portal, resulting in real-time monitoring for independence issues
- Proactive Independence Maintenance: Regular testing of your portfolios against the evolving EY independence list, including the nuances of different EY departments and offices, as well as Sanderson’s approved security lists, providing you with added peace of mind
Modern Portfolio Theory
Sanderson’s investment sophistication focuses our client portfolios on our highest-rated funds and active and passive managers in more than 20 asset classes to reduce portfolio volatility while maintaining strong expected returns. Each portfolio is bespoke to each client with an asset allocation mix that includes Global Stocks, Bonds, and Non-Traditional Assets.
Tax-Focused Approach
Tax planning strategies can have a particularly tremendous impact on EY Partners’ retirement cash flow, asset preservation, and legacy plans. Sanderson’s EY-tailored advanced tax planning strategies may include asset location planning, tax-loss harvesting, QBID preservation, Roth conversions, tax asset diversification, and tax-optimized withdrawal strategies
What Are The
8 Critical Decisions
Faced By A Retiring EY Partner?
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