The Forbes Cooper Group provides wealth management services to a select group of high and ultra-high net worth families.
We will take the time necessary to build a deep relationship, and to truly understand your family.
We will help you teach and mentor your inheritors. We will help make them aware of, and able to cope with upcoming financial responsibility.
We are expert in inter-generational wealth transfer and related tax minimization strategies.
We are expert in the sophisticated investment, risk management, and philanthropic strategies required by high net worth families.
We will help you create a comprehensive strategy to protect and preserve your family’s wealth, while enhancing your lifestyle and legacy.