ABOUT US
Overview
The Abernathy Group II has been serving the physician community for over 20 years, helping physicians and their families to:
• Preserve their hard earned capital
• Protect their assets from litigation, creditors, and unnecessary estate taxes; and
• Generate income for their families.
Wall Street’s Lies:
Perils of the Traditional Wealth Management Model
Like many of you, we are tired of listening to Wall Street’s lies meant to line the pockets of large financial institutions at the expense of their customers.
Even more frustrating are the countless “trusted” financial advisors who are no more than brokers and commissioned salespeople posing as skilled investment managers, who are really only interested in selling products that pay them the highest commissions.
But with these types of firms counseling most of America’s wealth, where are savvy individual investors to turn?
The Private Family Office:
Free Yourself from Conflicts of Interest
We formed The Abernathy Group II Physician Family Office to help wealthy physicians and their families manage their assets across generations, free of the conflicts of interest inherent in the industry. Unlike traditional wealth management firms, our incentives are directly aligned with yours, so you can rest assured knowing that we will help you make the best financial decisions for your family.
Capital Preservation and Income Generation
By serving families that have crossed the threshold of generational wealth, our primary goal is Capital Preservation and our secondary goal is Income Generation, so that our families can sleep at night knowing that their assets are safe and their purchasing power is secure.
Save Time and Simplify Your Financial Life
By helping families to organize their financial affairs, members can make better financial decisions, and understand what changes need to be made in order to minimize their exposure to creditors, litigation, and unnecessary taxes.
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