Family Wealth Managment
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.
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
18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
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When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
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Investments
You’ve made investments your whole life. Work with us to help make the most of them.
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