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Family Wealth Management in Frisco, TX

Family wealth management covers a range of financial planning services, including retirement and legacy planning. In many cultures, generational wealth planning is important, with famous sayings highlighting the challenges of maintaining wealth across generations. Our team partners with families who are looking to manage family wealth, either because they have amassed significant assets or are anticipating future inheritances or business exits. With a comprehensive family wealth plan, we help families ensure that their assets are preserved and available for future generations.

What is a Family Wealth Plan?

Family wealth planning involves developing a long-term strategy to manage, preserve, and pass on wealth to future generations. This strategy is tailored to meet the unique needs and goals of each family member, ensuring that the entire family benefits from the plan. Our team helps families develop a comprehensive strategy that takes into account both current and future financial goals, so that assets are available for both immediate and long-term needs.

How You Can Set Up a Family Wealth Fund?

To build generational wealth, there are numerous effective strategies that involve developing a plan to pass down finances to future generations. These may include investing in assets that generate wealth, saving money specifically designated for future generations, or acquiring valuable assets. Consider the following tips and ideas for building generational wealth:

  • Investing in Real Estate: Building a portfolio of single or multiple investment properties can be a common way to invest in real estate and build family wealth. Once established, the portfolio can be used to create an estate plan that outlines how your wealth will be distributed to future generations.

  • Investing in the Stock Market: Stock market investments can generate a long-term passive income that protects your wealth from inflation. Exchange-traded funds or mutual funds are examples of investment funds used to build generational wealth.

  • Saving Plans: A simple way to start generating wealth is by saving money in a designated savings account. This can be a designated fund to be passed down to the next generation.

When Do I Need Family Wealth Management?

It's important to start family wealth management planning as soon as possible, no matter what your current income level. Our team can help you establish a family wealth plan that aligns with your financial aspirations and ensures that your wealth is available for future generations. With the help of an external advisor, you can make sound financial decisions and ensure that your plan is followed through.

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Choosing a Family Wealth Management Team in Frisco, TX

When it comes to building and managing generational wealth, choosing a trustworthy family wealth management team is critical. Here are some key considerations to help you select the right professionals for your needs:

  • Find a team of specialists who will work with you to analyze your financial situation, wealth planning issues, transfer tax strategies, and other relevant factors. A family wealth planning and management expert can help guide you in developing a personalized and comprehensive wealth-building plan.

  • Look for professionals who understand current strategies and can explain transfer tax implications. Collaborating with your accountant and attorney, if needed, can also be helpful.

  • Choose a team that can periodically review and update your wealth management plan to reflect your goals and any changes in tax laws.

  • Consider wealth planning strategies and weigh their pros and cons to determine what is best suited for you and your family.


By taking these factors into account, you can select a family wealth management team that can help you build and manage generational wealth with confidence.

Our Family Wealth Planning Includes:

To improve your family's financial well-being, it's important to work with a financial advisor who can provide you with the necessary expertise and resources to help you develop and implement a successful wealth planning strategy. Family wealth planning can be a complicated process, and it can also be a sensitive topic for family members. By working with an impartial and experienced financial advisor, you can avoid possible family issues and explore new opportunities to increase your family's wealth and investment portfolio.


At our firm, our family wealth planning services include:

  • Customized investment management plans tailored to your specific financial goals

  • Goals-based estate plan overlay integrated into your family wealth plan

  • Investment spending guardrail integration to help you manage your spending and maximize your returns

  • Risk analysis to ensure your overall financial plan is well-balanced and optimized for your needs.

To ensure your family's wealth is well-managed for the long haul, it's important to integrate wealth management into your legacy plan and make room for contingencies. Whether you're still building your fortune or have already amassed significant wealth, it pays to have a flexible and adaptive approach that can weather life's ups and downs.

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


Click here to receive your Complimentary Assessment.

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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