Family Wealth Planning

Family Wealth Planning

Helping You Provide Better Stewardship


When we sit down with you to discuss your personal and family financial goals, we consider your current financial situation, any special circumstances and your tolerance for taking risks. Then we build a strategy tailored to your individual goals and objectives.

Our primary services for personal needs include:

  • Holistic financial planning for cash flow management, education funding, estate transfer and more
  • Discussion of your emergency reserves and effective options for short-term cash alternatives
  • Strategies for funding education costs and accumulation of assets for lump-sum purchases (e.g., vacation home)
  • Analysis of your current estate plan and concerns
  • Review of beneficiaries and titling of your IRAs, insurance policies and trusts
  • Assistance in transferring assets to your Living Trust or other trusts
  • Identifying suitable strategies for family gifting and philanthropy
  • Complimentary consultation with your attorney
  • Providing guidance with the appropriate and necessary steps in the event of the death of a loved one