Family Wealth Planning

Family Wealth Planning: Protect your family and your assets

Family wealth planning is a comprehensive strategy to ensure that the assets you have worked so hard to build are available to your family now and passed down tomorrow. 

We work with you to safeguard your family’s financial interests and livelihood through:

• Investment Strategies and Management to ensure you are growing your assets.
• Income Tax planning and analysis to prepare for today and tomorrow.
• Estate Planning for end-of-life considerations.
• Analysis of your current life insurance and long-term care programs to ensure proper coverage.
• Family Catastrophe Planning to ensure that your loved ones are taken care of when emergencies occur.
• Family meetings to keep all members apprised of your Family Wealth Plan details.
• Health Care Consulting, including working with third-party professionals we vet to perform a Medicare analysis.