Complex Financial Planning
You have Complex Financial Planning needs, but do not want to move your assets.
This is Family Enterprise.
Family Enterprise is for those with more complex financial planning needs involving
Unique Family Dynamics within High-Net-Worth
Business Ownership & Potential Sales
Real Estate Assets and Holdings
Consider Family Enterprise if you’ve ever asked the following:
- Should I be leveraging charitable giving to reduce my income taxes (or my heirs)?
- Could my heirs properly handle money they will inherit?
- What are the best ways to reduce future income taxes due on my retirement accounts?
- Should I be converting some of retirement accounts to Roth accounts?
- Should I try to sell my business in the near future?
- What taxes would be due if I sold my business?
- If I bought a second home or wanted to relocate, which states could provide me the best state tax situation?
- Do I want (have to) rely on my family or friends to provide care for me or take over management of my finances?
Complex Financial Planning Provides
- Multi-disciplined team designing and implementing sophisticated planning solutions.
- Specialized investment planning
- Coordinated Tax Planning
- Estate and Philanthropy Planning
- Business Planning
You will receive a customized scope of work which outlines costs, a service delivery schedule, and meet your specialized planning team.
