Wealth Counselor

If you and your spouse (or business partners) have not yet agreed on clear goals for using your wealth, your Wealth Counselor helps you develop answers to key questions, such as:

	Do you know when and how your children should receive wealth that you want to transfer to them?
	What portion of your tax money would you rather redirect to your family foundation if this will not reduce wealth available for your family?
	Do you have a plan for funding your favorite charities through your family foundation?

We meet with you and your spouse to review answers to key questions. We then develop a 5 to 10 page document that summarizes your core values and your plans for using or transferring wealth most prudently

Family Wealth Statement