As a client of Wellesley Private Advisors, you will be guided through a disciplined investment portfolio construction and management process, including:
Wellesley Private Advisors has the skills and expertise to assist with the creation, funding and administration of family foundations, donor advised funds, and tax-effective annual gifting strategies.
So you can leave a legacy, we will help you create and administer a charitable vehicle that is custom tailored to meet your needs and support your favorite charities anywhere in the U.S. This includes education and training about philanthropy for your family.
In each case, we will help manage the investments of the charitable trust that you establish and provide regular statements and ongoing advice on effective grant making and wealth transfer, as well as coordinate estate tax minimization planning with your estate planning attorneys.
It's never too soon to start planning for the successful transfer and distribution of your assets. Estate tax laws are complex and ever-changing and failure to anticipate their impact could have a negative impact on your legacy. We will work with you and your other professional advisors to help develop a strategy that is most appropriate for your situation.
Wells Fargo Advisors Financial Network and Wellesley Private Advisors are not a tax or legal advisors. You should consult with your tax and legal advisors regarding your personal circumstances.
- Peter Hamilton Nee