Strategic Wealth Advisory Group

Safeguarding your assets throughout your lifetime — and for generations to come — requires a long-term vision and careful planning.

Our Strategic Wealth Advisory Group offers objective insight to help you align your financial and estate goals and implement a cohesive strategy to realize the long-term vision you have for your wealth. The extended team of Private Wealth Strategists draws on advanced law or taxation degrees and years of experience working with individuals and families of substantial wealth to provide you with objective insights aimed at aligning financial and legacy strategies with your specific goals.

They will work with you and your Private Wealth Advisor to analyze and evaluate your unique situation to help minimize transfer taxes and manage financial risk and privacy concerns, as well as develop a customized strategy to address questions, such as:

• How can I pass on assets while minimizing transfer taxes to preserve more for future generations?
• What guidelines should I establish regarding the distribution and use of my assets by family members?
• How can I protect my family's assets from creditors, irresponsible beneficiaries and the effects of divorce?
• What are other families in similar situations doing regarding wealth transfer and estate planning?
• How can I be more efficient in my charitable giving?

Private Business Solutions

From taking your business public, to selling your business, to succession planning, there is opportunity for careful planning around gift, estate and generation-skipping transfer taxes strategies.

Advanced Planning

Whether simple or complex, wealth transfer raises issues that need to be considered and addressed — from the impact of a large gift on the rising generation, to the need for proper asset management safeguards and protection from creditors (which may include the effects of divorce).

Philanthropic Planning

Philanthropy can help families define and pursue shared charitable goals, bridge the generations and build closer family ties. Let us help you, your children or your grandchildren create and implement a customized strategy that allows for increased efficiency around taxes, while considering important family causes and common goals.