Individuals & Families

Whether you are just beginning to plan for or are already enjoying retirement, comprehensive wealth management is key to ensuring you have enough assets to make the most of your later years. At the same time, careful planning can help protect your hard-earned assets for future generations.

For families, we provide coordinated financial and investment planning among different family members and multiple generations to help maximize asset retention. By utilizing trusts, charitable foundations, and family investment companies, we can help develop your long-term wealth strategies to plan and protect wealth for current and future generations.

We can assist with sophisticated tax, trust, legal, accounting, and funding strategies to preserve, expand, manage, transfer, and distribute multigenerational assets. Our services for individuals and families include:

  • Investment management
  • Retirement planning
  • Education funding
  • Estate planning
  • Tax planning & preparation
  • Insurance planning/risk management
  • Multigenerational wealth transfer
  • Charitable gifting

 

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