Many of our clients have been with our team for more than 20 years and are on the brink of retirement. Their children are in their 20s and 30s, wrapping up college or starting their professional careers. At the request of our clients, we have taught their children the nuances of investing and have acted as a facilitator to encourage their children to start saving, investing and planning for the future.
The result is that we now serve multiple generations of their families. The customized and comprehensive financial plans we create serve as the foundation for the goals they have and the future they envision, not only for themselves but for their children as well.
Often times, family wealth is concentrated in a single stock received through inheritance or a successful business career. We design strategies to hedge, monetize, diversify or transfer assets, while mitigating tax implications. Another risk to wealth 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.
The heads of families are also highly interested in leaving a legacy for their children, grandchildren and community organizations they support. We design strategies to not only provide for those you care about, but also potentially generate personal tax benefits and further your overall wealth management plans.
Our mission is 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. Our team itself is made up of different generations as well, a beneficial attribute since they are in different life stages like their clients, and have the ability to look at things from different perspectives.
Changes in tax laws may occur at any time and could have a substantial impact upon each person’s situation. Investors should consult a tax professional for tax advice specific to their situation.