Managing the dynamics of family wealth.
Our financial advisors can help you to effectively orchestrate the preservation and transfer of wealth.
Is it possible to benefit my children without undermining their work ethic? Is it wise to set up custodial accounts? In the event of my unexpected death, will this be a manageable plan for my spouse? How do I care for a family member with special needs? How do I transfer my business to my children?
These are examples of questions we answer every day while helping clients ensure the financial security of the people they treasure.