Private Wealth Management

*Private Wealth Management

*Private Wealth Management

Our sole focus is wealth management. That’s a lofty-sounding term. It means something different to you than to another client—and that’s the way it should be. For one family, it may mean a blueprint for charitable giving. For another, it may mean advice on the transition from business owner to former business owner. And for another, it may mean a better plan for estate distribution, the creation of a more diversified portfolio or the ability to participate in private equity investments. Our clients give meaning to the term wealth management.

Among other things, a sound wealth management plan addresses the matters of tax, insurance, and estate planning. A successful investment portfolio is often the output of a thorough wealth management plan.

Through close collaboration with our clients, their attorneys, and other advisors, we help clients analyze, implement, and monitor their wealth plans. No matter how complex a situation is, we help clients with a comprehensive range of trust and wealth transfer strategies. Whether it is transferring wealth from generation to generation, protecting assets, or meeting philanthropic goals, we are always mindful of the changing needs of our clients, their heirs, and community.

Common wealth transfer strategies are:

  • Revocable Living Trust
  • Irrevocable Trust
  • Delaware Dynasty Trust
  • Delaware Asset Protection Trust
  • Donor Advised Fund
  • Private (Family ) Foundation
  • Charitable Trust
  • Grantor Retained Annuity Trust (GRAT)
  • Family Limited Partnership (FLP) or Limited Liability Company (LLC)
  • Life Insurance Trust
  • Qualified Personal Residence Trust
  • Blind Trust
  • Special Needs Trust

Pin It on Pinterest