Investment Management is simply one component of your overall wealth planning strategy

When you are a busy professional and lack the time, capacity and/or knowledge to manage your overall finances, hiring a dedicated team to support your short & long-term goals is essential to providing peace of mind.  Our team has extensive experience and can share best practice & insights on how other individuals & families in your situation manage their finances. 

We believe your financial planning is built on a robust partnership and backed with financial literacy.  The process in developing your plan is comprehensive.

10 strategies to build and protect your family's wealth

When you are responsible for $1 million or more in assets, there are some unique financial planning issues and strategies that you should consider. In our Family Wealth Management guide, we highlight 10 strategies to help you protect your assets, reduce taxes, plan for retirement and maximize your legacy.

The Family Wealth Management guide covers topics such as:

  • Managing your higher tax burden
  • Reducing additional risks such as lawsuits
  • Avoiding the common pitfalls of owning vacation property
  • Minimizing taxes when passing on family assets
  • Teaching financial responsibility to younger family members

Contact us for a free copy of The Family Wealth Management guide.