Broker Check

Family Office

Client Centered

When it comes to protecting your family’s financial future, there is no standard solution. After all, your family is unique in its financial dynamics and goals; shouldn’t your wealth plan reflect these complexities? 

Our family wealth planning professionals realize that your particular needs dictate a customized plan. That is why we have developed a holistic process to assist us in better understanding the unique issues facing your family. We will ask you questions regarding your goals for the future and the issues you are facing today. A comprehensive family wealth plan must take into account a wide variety of issues - from business ownership, to estate taxes, and everything in between. 

Traditionally, wealthy families turned to a trusted individual advisor, probably either a lawyer or a private banker, to look after their global financial affairs. This approach to wealth management has changed, with families now looking for a more comprehensive solution. 

We work closely with families to help ensure that their plans address the family's values, mission, philosophy, and long-term goals.  We have extensive experience working with affluent families to manage and sustain multigenerational wealth. We ensure that you are well informed about the implications of your decisions, addressing such issues as your risk tolerance and current liquidity needs. As your Family Wealth Planner, we help you implement your customized plan and revisit it regularly to make certain that it continues to reflect your goals for the future.  The professionals at Wealth Strategies, Inc. offer wealth planning services that encompass your unique needs:

  • Family legacies and liquidity needs of current and future generations
  • Ownership and key decision-making, governance, and communication
  • Business and investment assets
  • Succession Planning
  • Charitable objectives and future business and investment plans
  • Insurance needs
  • Income, gift, estate, and generation-skipping taxes

The ever-changing complexities of planning require a trusted advisor to develop an approach that addresses the current and future needs of you and your family. The professionals at Wealth Strategies, Inc. can give you the confidence of knowing that you have taken the necessary steps to care for your family. Regardless of where you are in planning or implementing your program, we can assist in refining and meeting your objectives.