PERSONALIZED SERVICES
As your net worth grows, so can your potential challenges and choices. We offer personalized, integrated services for individuals with higher net worth.
We’re experienced in helping professionals, executives, families — including multiple generations — and business owners with higher net worth to assess their options. We can recommend advanced strategies designed to address your financial, legacy and tax-efficiency goals and objectives.
If you have $3 million or more in net worth, you’re likely:
Looking to help reduce your tax exposure — including income taxes, capital gains taxes, net investment income tax or estate taxes.
Actively or passively thinking about the sale or transfer of real estate, business interests or concentrated and/or highly appreciated stock holdings.
Wanting to integrate your various financial, legacy and tax-efficient strategies.
Looking for help identifying and simplifying your financial decisions from among varying options and approaches.
Ready to coordinate with professionals who value relationships, helping make your financial goals a reality.
A Team Approach
If we work together, we’ll come alongside you and connect you to our team and other subject matter professionals to help coordinate your financial, tax and legal considerations. We can also collaborate, with your permission, with any professionals you may already be working with, such as your CPA, estate planning attorney, realtor or others.
We can help in the following areas:
Sales of highly appreciated assets (businesses, real estate, stocks, etc.)
Business succession planning
Advanced legacy strategies
Planned and charitable giving strategies
You've worked hard for your wealth — let's help ensure it works just as hard for you.
If any of these concerns sound familiar, Let’s Talk.
Great conversations start with great questions — we’ll explore your concerns, goals and dreams so we can help you chart your course with ease and confidence.
This content is for informational purposes only and is not intended to serve as the basis for financial decisions. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.
