Crafting Legacies

Vince DiLeva and his team at SEIA help clients plan for their goals—both now and for years to come.

Above: L to R: Robert Green, client service manager; Vince A. DiLeva, MS, CFP®, AIF®, managing senior partner; Jeff Zuanich, CFP®, CFA®, advisor; Tammy Patterson, senior client service manager

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When someone has achieved significant wealth, their financial priorities evolve. It’s no longer just about accumulation; it’s about preservation, control and impact. Whether a client is navigating a liquidity event, expanding philanthropic efforts or ensuring their legacy endures for generations, they need a strategic partner to guide them through the process.

That’s where Vince DiLeva and his seasoned team at Signature Estate & Investment Advisors shine. They deliver solutions that align with each client’s vision and values and are dedicated to safeguarding and amplifying clients’ legacies for generations to come.

SEIA serves ultra-high-net-worth individuals and families with the sophistication, discretion and strategic foresight required to manage complex financial lives. This boutique advisory firm offers white-glove service and bespoke financial strategies, with a sharp focus on tax efficiency and multigenerational estate planning.

“Every plan is bespoke, built around your life, your family and your future,” Vince says. “We operate with the highest levels of confidentiality, security and trust.”

One of SEIA’s specialties is assisting clients in planning for their estate with intention and control. They act as both architects and stewards—guiding clients’ estate plans through the complexities of changing laws, family dynamics and evolving financial priorities. Services include dynasty trust and generational wealth transfer strategies; corporate trustee services, family governance and education programs; business succession planning and liquidity management; asset protection and risk mitigation structures; and philanthropic and legacy planning.

“Your wealth carries influence—both now and long after you’re gone,” Vince points out. “We help you design and implement an estate plan that is not only tax-efficient but also upholds your legacy, protects your heirs and reflects your values.”

One of the biggest challenges SEIA’s clients face is taxes, and the firm offers tax planning that works beyond the numbers. It’s not just about deductions; it’s about structure, timing and effectiveness. The team goes beyond the surface to architect sophisticated, forward-thinking strategies that address a variety of scenarios. They coordinate seamlessly with clients’ legal, tax and family office professionals to ensure alignment across every decision.

In addition to owning fixed-income assets, Vince also advises his clients that it is important to incorporate holdings that do not correlate to traditional equity. SEIA has access to some unique strategies, such as investments in professional sports ownership, private debt and private equity, and techniques to offset capital gains. It all depends on a client’s goals and needs.

Affluent clients need advisors with the tools to address not only their unique life circumstances but also a range of market conditions. For more than a quarter century, SEIA has prided itself on offering comprehensive wealth management that specializes in these nuanced needs.

Disclaimer: All investments in securities carry risks, including the potential loss of principal. Different types of investments involve varying degrees of risk, and there is no guarantee that any specific investment will be profitable or suitable for a particular investor’s financial situation or risk tolerance. Asset allocation and diversification do not guarantee better performance or eliminate the risk of investment losses. Alternative investments may not suit all investors. They often engage in speculative investment practices that increase investment risk, are highly illiquid, lack periodic prices or valuation, and may not be subject to traditional investment regulatory requirements. They often have complex tax structures, significant lock-up periods with no liquidity or significant penalties for early liquidity, and significant management fees in addition to advisor fees. SEIA is not engaged in rendering legal, accounting, or tax services. We recommend that all investors seek out the services of competent professionals in any of the aforementioned areas. For more details on any professional designations listed, including description, minimum requirements, and ongoing education requirements, please contact 310-712-2323 or visit seia.com/disclosures. SEIA is an SEC-registered investment adviser; however, such registration does not imply a certain level of skill or training and no inference to the contrary should be made. Securities offered through Signature Estate Securities, LLC, member FINRA/SIPC. Investment advisory services offered through SEIA, 2121 Avenue of the Stars, Suite 1600, Los Angeles, CA 90067, 310-712-2323.