Wealth Management | Multi-Generational Wealth Solutions
We serve select business owners, executives, and high net worth families. Our team will assist you in defining your financial goals; developing a plan to help attain these goals; assist in implementing the plan; and monitor your progress over time. We understand that this is an ongoing process, and not a quick analysis with instant solutions. Our approach is to take a long term perspective and treat it as an ongoing process.
Once a family has significant wealth, the problem becomes how to preserve it for future generations — a surprisingly difficult task. Effective multi-generational wealth management requires a family to tackle the personal issues that determine who should benefit from the wealth, the tax hurdles that stand in the way of its efficient transfer, and the capital markets uncertainties that make it challenging to invest it prudently.
C&P Wealth Management can work with your professional team to create sophisticated wealth transfer and multi-generational transfer strategies to protect, preserve, and transfer your wealth today and for generations to come.
- Stretch IRAs
- Beneficiary planning
- Irrevocable trusts
- Transfer on death agreements
- Gifting strategies
- Revocable trusts
- Generational skipping tax
- Charitable remainder unit trust
- Charitable remainder annuity trust
- Pooled income trust
- Charitable lead trusts
- Private foundation
- Family trust
- Section 303 stock redemption
- Installment payment – 6166
- Special use valuation – 2032A
For more information, contact us today. Or, you can connect with any of the individuals highlighted on this page.
Securities offered through 1st Global Capital Corp., Member FINRA, SIPC Investment advisory services offered through 1st Global Advisors, Inc.