Holistic Wealth Management & Financial Planning

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Holistic Wealth Management & Financial Planning

Comprehensive services suited to your needs.

We will conduct a comprehensive review and employ a proactive planning process that addresses your total financial situation.  This begins by getting to know you, your family, your career, your hobbies, and other interests, as well as short- and long-term goals.  Together, we'll clearly define those goals and develop a customized strategy to pursue them.

 

Family and Legacy Planning

Wealthy families like yours face unique financial challenges.

Wealthy families like yours face unique life challenges that the typical wealth management process may not address appropriately; that's why we focus on educating our clients on a variety of family financial topics, such as the importance of establishing trusts, shifting tax laws that may impact your estate and legacy plans, savings in your youth, and memorializing your family.

 

Trust and Estate Planning Strategies

Put a plan in place for you and your loved ones.

On an ongoing basis, we will work in conjunction with your CPA and attorney to address every aspect of your estate planning needs.  This involves helping your family implement estate planning strategies, legacy planning, gifting, assisting with family governance and wealth planning concerns, and more.  We will also pair third-party trustees with your trust accounts and assist in selecting a proper advisory strategy for managing trust assets.

 

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