Your Private Wealth Financial Advisor

Bringing family together around shared values and vision

Significant wealth can introduce complex, multi-generational issues for our clients.

We can help you clearly state both short-term and long-term goals for your wealth. This can help spouses, business partners, and heirs recognize and adopt your wishes for the future. It also helps you both consider and integrate your values into your plans.

We can also help with financial literacy and wealth education for the next generation to ensure your family understands the importance of being a good steward of the family’s wealth.

And most importantly, we’ll work side-by-side with you through any life changes or major events that require a rethinking of the plans we put into place.

“How do I manage different inheritances for different family members?”

“How can I help reduce the tax burden on my heirs?”

“Can my heirs handle the responsibility that comes with their inheritances?”

“What do I do when I’m done working?”

“What happens to the management of my assets if I were to become incapacitated?”

“How do I handle discrepancies between my wishes for our money and my spouse’s?”

“How do I protect my family’s business?”

“How do I communicate with my family members about our wealth?”

“How can this wealth be a vehicle for good with my family and my community?”