Entrepreneurial families with considerable wealth are often faced with a unique set of challenges. Most seek to make a significant contribution to society, while passing along as much wealth as possible to future generations. Solidifying and preserving their family legacy is of utmost importance.

Our experienced team of financial professionals has the depth and experience to guide and serve these families. We seek to devise appropriate strategies for preserving wealth, making charitable contributions, and generating income.

In some cases, family wealth is inherited from a single stock or business interest. We can help diversify, hedge, monetize, or transfer assets while managing tax liability. Our True Bearing Roadmap and our deep understanding of tax law helps us to mitigate tax implications to clients, as well to make prudent recommendations for tax-advantaged investments.

Affluent families also have a great interest in leaving a legacy for future generations. To some, nothing is more important than passing on family values, relics, and financial security to their children and grandchildren. We design strategies that seek to provide for your loved ones and limit exposure to taxes while generating new income. 

Our ultimate priority is to preserve the wealth and well-being of our clients and their families. Putting this important planning in our hands provides our clients the freedom to continue to pursue their purpose, build upon their legacy, and focus on the life and people they enjoy.

There is no assurance that any investment strategy will be successful. Investing involves risk including the possible loss of capital.