Advising Families
Every family faces life changes and hard choices. We’ll engage with you in creating resilient solutions.
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No two families are the same. We’re committed to supporting our clients’ families in building on their strengths—and navigating their unique challenges.
HOW WE’VE HELPED
Family Financial Conferences
Meeting with all family members to get everyone on the same page.
Financial Planning for Specific Goals and Decisions
From adopting a child, to changing careers, to buying and selling businesses, we’ve helped clients plan for major life choices.
Navigating Special Needs for Family Members
We work with clients who are supporting elderly and disabled family members. We’ve helped them explore their options in meeting unique care needs, including researching caregiving services and continuing care facilities—and how to plan and budget for costs.
Specialized Support During Major Life Transitions
Marriage, divorce, and the death of a loved one each impose critical considerations. When these transitions happen, we work with clients to help address financial decisions.
Education
This includes developing college saving plans for clients’ kids and grandkids, and advising and educating younger family members about financial matters.
Providing High-Level Wealth Transfer Estate Planning
Although we don’t give legal advice, we do work extensively with clients in planning for their family legacies.
Helping you achieve peace of mind is one of the best parts of our job.
Whatever life decisions you make, we want you to be fully informed about the financial consequences—and confident in moving forward.
