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Multi-Generational Families

Your life dynamics may evolve, but growing and protecting your wealth should remain constant. Perhaps you have had an event in your life that has affected your wealth. Or you may be looking to grow your wealth today—or even prepare to pass it on to future generations.

Whatever your goals, we know what it takes to create a plan that fits you and your family.

A Comprehensive Plan

We focus on comprehensive wealth management: investment management, tax, trust and estate strategies and financial planning. Our approach combines these principles to create and deliver a customized strategy for your wealth that you can be confident in for your lifetime and for future generations.

How We Can Help You

We will partner with you and your other advisors to implement a multi-generational plan for how your assets are managed during your lifetime and transferred at death, with sensitivity to the impact of taxes.

Understanding your wealth. We will help you see your financial picture clearly—how it looks today and how it may evolve in the future.

Detailing your financial plan. We will identify your financial goals and make sure your finances, spending patterns and investment strategy are aligned and moving you in the right direction.

Providing a wealth transfer strategy. We will help you map out your legacy—how, when and how much to give during your lifetime and when you pass away.

A Clear Path for Your Wealth

We will provide you with a clear and comprehensive plan for your wealth, including how your legacy will benefit future generations.

Services tailored to you

  • Investment management
  • Tax planning
  • Long-term financial planning
  • Budgeting and cashflow
  • Retirement planning
  • Wealth transfer planning
  • Charitable giving strategies

Your team

Your team includes:

Wealth director

Ensures you have access to all the services we provide

Relationship manager

Oversees your day-to-day needs and ensures thoughtful integration of the services we deliver

Portfolio manager

Actively manages your investments and tailors your strategies to your personal risk and return objectives and tax circumstances

Wealth planner

Provides estate, tax, and financial planning strategies

Trust officer

Ensures your trusts are properly administered to carry out your wishes

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Let us review your current situation and show you how we can partner to help you reach your financial goals.

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