You have worked hard to build your wealth—not just for you and your spouse, but for the generations that follow. You see your success as an opportunity to provide a legacy of financial security, but how do you manage your fortune so that it enriches the lives of multiple generations?
Our fee-only Registered Investment Advisory firm will provide comprehensive wealth management services that encompass the needs of your immediate family and heirs. We collaborate with you to help protect your legacy against excessive taxes and help encourage heirs to use their inheritance wisely.
When you partner with us, we can help:
Manage investments with children, grandchildren, and beyond in mind
Explore which vehicles to use to protect your wealth and efficiently pass on assets
Determine how much inheritance each of your heirs should receive, and in what form
Review your estate planning documents to ensure they meet the needs of you and your family
Decide on the trustees or other advisors who can best carry out your goals and wishes
Draw on strategies and other tools to reduce the tax impact on your heirs