We take a multi-generational approach to managing family wealth, guiding clients to the most tax-efficient approach to transferring assets, and helping the next generation understand the potential impact of sudden-wealth events (such as inheritances) and how to prepare for them. We facilitate conversations that align goals and expectations, and help ensure the wealth planning needs of all family members are properly addressed.
While working together, clients and their families not only benefit from a lower fee, but they also have peace of mind that their kids and grandkids receive strong financial advice, helping them through life’s challenges. We will be there to help reduce the overall family tax burden, and transition family wealth while protecting it for the next generation. Here are just some of the key areas in which we assist high net worth families:
Family trust
A family investment trust might be right for you if you have cash and investments that are not needed to fund your own lifestyle needs, plus a desire to either establish an investment fund for the next generation or provide funding for schooling or other extra expenses for a child or grandchild. A family investment trust can enhance the accumulation of capital for children or grandchildren in a tax efficient manner and reduce the after-tax cost of paying for their non-essential expenses.
