Ultra High Net Worth Families

Cutting-edge estate planning and personalized investment management for families and individuals facing potential estate tax.

Maximize your WEalth

We help Ultra High Net Worth clients:

Clarify their vision for multiple generations
Develop a multi-entity Balance Sheet
Implement the five strategies of Risk Management
Design an estate plan using Total Tax Minimization®
Customize a coordinated goal-matched, investment plan across multiple entities

Case Study

Lisa & Robert

The Clients

Lisa and Robert were very successful in their careers and now have a combined net worth that exceeds the lifetime estate exemption. They earned their wealth making smart decisions and they intend to preserve it the same way by avoiding unnecessary taxes and taking only prudent risks.

The Challenge

They would like to pass on their wealth to their children, one of whom has special needs, and to charity. As their plan stands now, their estates would be hit with a significant tax liability upon the second death.

The Needs

They wanted an estate and investment plan that minimizes estate and capital gains tax and targets a purpose-driven level of risk in each entity (trusts, LLCs, etc.).

The Solution

What We Did Together

We sat down and explored their greatest hopes and deepest concerns for their future, for their children and successive generations, and the world.
We developed a complete total net worth picture.
We reviewed their existing estate plan and found a disconnect between their wishes and what the attorney had interpreted, which was resolved.
Using our proprietary Total Tax Minimization® framework, we showed them the optimal use of trusts to reduce total tax.
We helped them find a trustee for their special needs child who will step in when they are gone.
We constructed investment policies for each trust and LLC, consistent with the purpose of the entity and the time horizon of beneficiaries. The allocation was driven by a goal-matching exercise, implemented with ultra tax-efficient investment vehicles.
We meet regularly to update goals, review the estate diagram, explain the activity in each account, and monitor performance relative to their plan’s target return.

Our Services

Financial Planning
Cash Flow and Budgeting
Estate Plan Design

Investment Management
Risk Management
Sudden Wealth Guidance (Liquidity Event & Inheritance)

Business Exit Planning
Tax Minimization Strategies
Stock Option and Restricted Stock Planning

Are We the Firm for You?

Finding the Right Advisor
is Important.

We may be a good fit if:

You want a clear financial plan and investment strategy to reach your goals
Getting and keeping your entire financial house in order is a priority
You value having an ongoing relationship with a trusted partner

Take the First Step

We are committed to helping families maximize their wealth. If you’d like to learn more about how we work with our clients, schedule a complimentary 30-minute introductory call with one of our Advisors.

Schedule a Meeting

Memberships & Associations