What do you plan to leave behind for the people you love? We can collaborate with you, your family and your attorney to create strategies to build and sustain wealth and work toward a healthy financial future that can last for generations to come.
We start by focusing on what your family values. These values are not just from a financial standpoint but also the ways you contribute to your community through charitable contributions or other ways of giving back. Collaboration is key, so we thoughtfully bring everyone to the table to make sure the entire family’s goals and objectives are considered.
Proactively creating a family wealth financial plan can allow you to become an active steward of your wealth while enjoying life now and in the future. We begin this process by setting a family meeting to review your beneficiaries, review needed legacy documents, and, of course, address questions or concerns you may have.
If you think it would be helpful to have a comprehensive family wealth conversation or for us to meet with other members of your family, we are here to help.