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​        Retirement Planning

              Family Wealth Management

        Legacy Planning

              Estate Planning

        Tax Planning

              Financial Planning

Family Wealth Management in Frisco, TX

Retirement planning and legacy planning fall under the umbrella of family wealth management. In many countries, it’s an important topic, and the culture focuses on generational wealth planning. With that being said, there are also famous sayings pertaining to the topic. One such saying is: “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. Family wealth planning can prevent future generations from blowing through what previous generations have worked hard to obtain.

What is a Family Wealth Plan?

Families often work together to develop a plan to accumulate, manage, and preserve long-term financial wealth. Family wealth planning aligns their financial goals with the best interest of the entire family. It involves creating a comprehensive strategy to ensure assets are available now as well as in the future.


How You Can Set Up a Family Wealth Fund

There are a variety of effective ways to build generational wealth. Accumulating generational wealth involves developing strategies with the intent of passing down the resulting finances to future generations. This may involve investing in wealth-producing assets, saving money not intended to be spent during retirement, or acquiring assets. Here are a few tips and ideas to consider.


  • Investing in Real Estate. It’s common to invest in real estate to build family wealth. Over time, you build a portfolio of single investment or multiple investment properties. Once the portfolio is established, use it to build an estate plan that includes how your wealth will be distributed to future generations.

  • Investing in the Stock Market. Stock market investments are excellent ways to generate a long-term passive income that helps protect your long-term wealth from inflation. An exchange-traded fund or mutual fund are examples of the types of investment funds used to build generational wealth.

  • Saving Plans. A simple way to start generating wealth is by setting money aside and saving it. Start by moving money aside into a savings account. It can be designated for the purpose of passing it down to the next generation.

When Do I Need Family Wealth Management?

If you are planning on growing wealth, it’s important to start as soon as possible. No matter what your present level of income, you should establish a family wealth management plan. You may want to discuss family wealth management with members of your family to gain an understanding of their financial aspirations. The point is to begin accumulating wealth for the generations to come. It can be challenging on your own, so an external advisor can be helpful for decision-making and ensuring the plan is followed through.

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Choosing a Family Wealth Management Team in Frisco, TX

It’s important to choose a family wealth management team you can trust. You need a team of specialists who will consult with you about your options. They are professionals who can help you analyze your financial situation, wealth planning issues, transfer tax strategies, and other aspects of the process. A family wealth planning and management expert can guide you in developing your personalized and comprehensive wealth-building plan. Look for professionals who can:

  • Understand current strategies and explain transfer tax implications

  • Collaborate with you, your accountant, and your attorney if needed

  • Periodically review and update your wealth management plan to reflect your goals and tax laws

  • Weigh pros and cons of wealth planning strategies so they are best suited for you and your family

Our Family Wealth Planning Includes:

Each family should work with a financial advisor who can offer resources and expertise that can be leveraged to help build and manage a wealth planning strategy. Family wealth planning can be extremely complicated, and it can also be a sensitive topic for family members. An unbiased, third-party financial advisor can help mitigate possible family issues, as well as help you discover new opportunities to grow your family’s wealth and portfolio.


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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This material is being provided for informational purposes only and is not a complete description, nor is it a recommendation. There is no guarantee that these statements, opinions, or forecasts provided herein will prove to be correct. Investing involves risk and you may incur a profit or a loss regardless of strategy selected. Investing in real estate involves unique risks and may not be suitable for all investors. Risks include possible lack of liquidity and devaluation based on adverse economic and regulatory changes. Prior to making an investment decision, please consult with your financial advisor about your individual situation.

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