Services

​        Retirement Planning

              Family Wealth Management

        Legacy Planning

              Estate Planning

        Tax Planning

              Financial Planning

Family Wealth Management

Between retirement planning and legacy planning is the area of family wealth management. In many countries there are sayings about generational wealth planning. The most common is that the first generation makes it, the second generation spends it, and the third generation blows it. We partner with families who have amassed family wealth, or are anticipating such an event in the future in the form of inheritances or business exit planning. 

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Our family wealth planning includes:

  • Customized investment management plans 

  • Goals-based estate plan overlay into family wealth plan

  • Investment spending guardrail integration

  • Risk analysis to overall plan

Whether you are anticipating future family wealth or may have already acquired it, wealth management for your family should be integrated into your long-term legacy plan with the ability to adjust for life's rainy seasons. 

Do you want to know more about your family wealth planning opportunities?

 

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