Strategies to support your legacy.
With the average cost of tuition rising faster than the rate of inflation, it’s important to make the most of your college savings. We can help you assess education funding needs, make recommendations for tax-advantaged savings, and advise on 529 selection and asset allocation. When it comes to time to take distributions, we are also here to help make the most of your savings.
It’s estimated that 70 percent of high net worth families lose their wealth by the second generation. We are here to support you in your approach to inform and educate the next generation in your family. We are happy to include children and grandchildren in discussions about planning and investing or have them sit in on quarterly review calls and meetings. We can also provide you with tools, topics, and approaches to help the next generation build financial literacy.
Let’s get started.
It all starts with a conversation. We can create an overarching plan based on your unique situation. We approach planning the way we approach investing – as an iterative process meant to work with changing conditions.