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Family Wealth Managment

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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
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