High-net-worth clients require advice that spans several generations. To get this big picture view, we offer a team of professionals handling various aspects of a family’s financial, legal and business affairs. Through our uniquely qualified team of advisors, we offer strategic planning to solve complex issues while helping preserve your legacy and your wealth.
Life insurance is a core component of proper strategic and financial planning by providing:
Tax deferral opportunities
Tax efficient transfer of wealth to the next generation
Buy/sell shareholder and partnership agreement funding
Key person insurance
Income replacement for family needs
In retirement, most people have a reduced income since they are no longer working. Our strategic planning process works with you to help prepare for a comfortable and sustainable retirement.
Our strategic planning process works to ensure your estate plan achieves your desired distribution of wealth in many forms a tax efficient manner.
Succession plans clearly outline who will take over your family business or estate and are an integral part of any financial strategic planning model. Our team includes certified Family Enterprise Advisors (FEA) who facilitate family conversations about the future of your business while aiming to protect family harmony.