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Affluent Families

When it comes to wealth, many families spend a lifetime of energy building it, and a brief time protecting and conserving it for next generations.

Even with the best planning, “Sudden Wealth” can lead to squandering if family members are not prepared to receive it.

Working as part of an integral team of advisors, we help develop advanced wealth transfer strategies to enhance existing plans.

We arrange and conduct family meetings to educate, involve and prepare the next generation for the values they need to become custodians of wealth.

Planning your legacy is not simple. It takes time, understanding and commitment.

We guide you all the way. We assemble all of your information so is updated daily and available to your team members and next generation at your option.

We project wealth and the impact of estate taxes so you can understand the impact of the options

We help you make informed decisions and implement solutions so you can - Relax and Enjoy the fruits of your life’s work.