Families

Over the years, we’ve been privileged to work with a variety of families, from the traditional two-parent home – including blended families – to single parent households due to divorce or the death of a spouse. But no matter the makeup, there is nothing more rewarding than sharing in the continuing success of a family from one generation to the next.

We begin by working with your family to manage a wide range of financial needs, from developing a budget to a savings plan for college, from planning for the unknown to looking at funding your own retirement. To help ensure your enduring success and the tradition of passing along a lasting financial legacy, we will help your family articulate and put into place a clear, farsighted strategy that every member can understand and embrace. We will also work closely with your other professional advisors, including accountants, attorneys and more, to create a strategy that will transcend time. Additionally, we welcome the opportunity to involve the entire family in the planning process as we believe strongly in family meetings where appropriate, guided by your desired level of involvement.

As a result of our involvement and experience in dealing with a diversity of family situations, we realize there are special challenges faced by the LGBT community and have developed a specialty in working with this group. Rest assured, we understand the need for new planning strategies and considerations due to the changing legal landscape as it relates to marriage equality. It would be our pleasure to share with you the many strategies and planning solutions that can be implemented specifically for your unique needs. As your financial planners we would coordinate our efforts with your legal and tax advisors to help ensure that all other important aspects are covered.