Wealth Transfer

Preparing for a generational wealth transfer allows you and your family member’s time to establish a comprehensive estate plan to properly manage the shift of assets and property. We customize plans to organize wealth transfers that fit your family situation and personal objectives.

Make Wealth Transfer a Family Affair

With wealth transfers, we often work with the entire family to build the financial knowledge and skills that are necessary when receiving an inheritance. These are the primary goals of generational wealth transfers:

• Preserving wealth for years to come
• Creating tax strategies that protect assets
• Avoiding probate issues
• Guiding investment decisions to support continued wealth building
• Helping family members establish a lasting relationship with a trusted advisor
  

Generational wealth may include stocks, bonds, and other investments, as well as real estate and family businesses. You can relieve your loved ones of the burden of deciding how to divide your estate and avoid the potential of losing valuable assets by working with us.