Family Wealth Planning

Family Wealth Planning addresses the deep emotional & psychological issues associated with accumulation of wealth.  This type of planning will seek to transfer the assets seamlessly and in line with the family's core values. Family Wealth Planning

  • What is the purpose of all my work and wealth accumulation?
  • How much will be left for my beneficiaries?

Helping our clients answer these type questions requires a deep understanding of what our clients are trying to accomplish. What are our clients concerned with when it comes to transferring wealth.  How can I make sure our assets are preserved, minimize taxes, protected against a divorce, bankruptcies, lawsuits & misallocations. We help our clients define the legacy they want to leave behind & help execute that vision