Family Wealth Managment

Client Centered

Family wealth management is a comprehensive approach to financial planning that focuses on preserving and growing wealth across generations.

It involves investment management, estate planning, tax strategies, and more.

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Wealth Management

Cash flow management
Tax mitigation
Wealth protection strategies
Charitable giving
Estate transfer/inheritance planning

Retirement Income Planning

Cash flow analysis
Social Security determination
Required minimum distribution processing
Rollover/distribution planning
Income & longevity planning
Pension & survivor planning

Insurance Planning

Life insurance
Disability insurance
Long term care hybrid policies

Family Investment Services

Fee based advisory services
Tax efficient portfolio management
Traditional and Roth IRAs
UTMA/UGMA, Education IRAs and 529 College Plans
Annuity planning

Estate Planning

Working with trustees/executors
Utilization of trusts
Tax efficient asset titling and wealth transfer
Family gifting techniques
Planning for beneficiaries
Planning for family members with special needs

Retirement Redefined

Retirement Redefined

Around the country, attitudes about retirement are shifting.

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Exit Strategies of the Rich and Famous

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

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The Real Cost of a Vacation Home

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

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