Managing wealth as a family can be complex, confusing, and emotionally charged at times. Part of our role is to serve as a detached third party, facilitating dialogue and helping the family make long-term financial decisions as a cohesive whole.
Areas of Focus
Family wealth management: Developing a financial plan that takes the extended family into account
Inheritance: Preparing parents to pass on their wealth, and helping adult children prepare to receive money
Philanthropy: Creating strategies to enhance the impact of your philanthropic investments and contributions
Legal and estate: Working with your legal team to create the right type of trusts and asset structures to protect and preserve your wealth for future generations
Tax strategy: Utilizing the right tools and vehicles to pass on your wealth (or receive your inheritance) in a tax-efficient manner