Individual & Wealth Preservation
Protecting Your Financial Legacy
Wealth is a web of many strands — assets, property, debt, goals — and at the core is a financial strategy that addresses all of these issues, from debt management to retirement dreams.
We provide an independent approach to wealth preservation and management for our clients. Unlike many of our competitors who offer investment advisory services or sell risk management and insurance products, we avoid doing so in order to maintain our independence in providing objective and unbiased personal financial planning advice and wealth preservation strategies.
- Estate, trust and wealth distribution planing
- Personal financial strategies
- Cash management
- Education planning
- Tax management and planning
- Family office services
- Strategic charitable giving
- Family business consulting
- Business exit plans
- A tailored approach for each individual or family based on their own personal objectives.
- A team approach with your other advisors including investment and risk management advisors, bankers and attorneys to develop the best approach for you.
- More than 60 years of working with family businesses and understanding inherent complex issues as they relate to the business and preserving wealth long-term.