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Financial guidance for affluent individuals and families

Financial Guidance for Affluent Individuals and Families

Being wealthy is a blessing that comes with complex responsibilities, including preserving your prosperity for future generations. Your unique situation should be supported by sophisticated financial guidance. Our team can help nurture and safeguard your wealth at every life stage and help you navigate your decision making from asset protection to philanthropy.

Below are the solutions we often provide to our most affluent clients and families.


Strategic Asset Management

You can rest assured that you and your money are taken care of when you use our full service offerings. When your needs change, we work closely with you and adjust your strategy to prepare for capital protection, asset growth, business succession, retirement and more.


Retirement Planning

Start early on your retirement planning by developing a wealth accumulation plan with us, based on your specific goals and objectives. As you approach and enter retirement, we guide you on critical decisions and implement a strategy that will secure your financial vitality permanently.


Education Planning

There are many options for you to consider as you plan for the education costs of your child or grandchild. We can help you take advantage of investment vehicles such as 529 college savings accounts and specialized trust vehicles to support your goals.


Estate Planning

Estate planning helps ensure that your assets are designated for the use you have intended. Our assistance may include forming trusts and family partnerships, working with your attorneys and tax professionals to select the right structure and asset flow for your personal situation.


Charitable Giving

You may want to give to your favorite charitable trusts, private family foundations, community foundations, or donor-advised funds. Utilizing outright gifts, will or trust bequests and beneficiary designations, we’ll help optimize the way your wealth is shared with others.


Financial Transitions

Our Certified Financial Transitionists (CeFT), have specialized training in financial planning and wealth management in the face of personal transition including divorce or death of a spouse. We employ an array of specific strategies, processes, and services to help make your situation less stressful and more productive.


Tax Planning

Wealth management and tax planning are interrelated and should be treated so. With our team’s guidance, you can put yourself and your family in a better position to meet your future goals by implementing a strategic tax strategy.


Cash Flow Management

Effectively managing your cash flow is essential to protecting your wealth. With your goals in mind, our team can help you invest cash strategically and manage cash distributions for purchases and payments as needed.

Let us guide you through these complexities at every financial milestone, handling all matters related to your wealth and building your legacy, so you can enjoy living your best life.