Conservative financial guidance for affluent families

One issue we find many times is family wealth that is concentrated in a single stock received through inheritance or a successful business career. We have strategies designed to hedge, monetize, diversify or transfer assets, while mitigating tax implications.

Another risk to wealth we seek to mitigate is the erosion of investment gains due to taxes. Our knowledge of tax-advantaged investments and the tax impact of specific transactions can help you keep more of what you’ve earned. And if your family is ready to transition out of family business ownership, we can help with an exit strategy and a management plan for the proceeds after the sale.

Many times the heads of families are interested in leaving a legacy. This may include children, grandchildren and community organizations they support. We have strategies designed to not only provide for those you care about, but also potentially generate personal tax benefits and further your overall wealth management plans.

We’re here to serve as your family’s financial advisors for life, handling all matters related to managing and preserving your wealth, and building your legacy – so you are free to focus on enjoying your life and the people important to it.