AFFLUENT &

SUDDENLY AFFLUENT

How can you preserve your estate for your lifetime and for that of your loved ones?

Affluence should be a truly liberating experience. Unfortunately, the reality can add more complexities that can

increase worry and concern.

 

Questions often arise such as:

  • How can we preserve our assets from market volatility and economic changes?
  • How can we protect against liability exposure?
  • How can we control our income tax burden?
  • How can we preserve our wealth as it passes to the next generation?
  • How can we assure our heirs act as responsible stewards?
  • How can we orchestrate all of our advisors to work harmoniously with the least amount of time burden on us?
  • How can we balance our philanthropic interests with our legacy goals, supporting our heirs and securing our future lifestyle?
  • How can we optimize the impact of our philanthropic efforts and support?
  • How can we gain a better sense of control over our financial matters without feeling overly burdened? 

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Many family wealth management plans fail. Common reasons include inadequate tax planning, liquidity issues, conflict between heirs and a failure to continually reevaluate the most advantageous techniques as they become available. 

We facilitate the vital discussions between generations to ensure the transference of your “values”. Creating systems to effectively manage these issues can enhance the confidence that you are doing the best for yourself and your heirs.