Family Wealth Strategies

Strategic planning integrating financial and lifestyle objectives

 

We help families strategically integrate their wealth with long-term financial goals and lifestyle objectives

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We specialize in

Strategic Planning

Assisting families in outlining and memorializing their family wealth purpose, goals and objectives – as well as creating an integrated family wealth blueprint.

Framework Planning

Advising families in refining a blueprint for measuring strategic alignment to their family wealth purpose

Framework Components

  • Financial reporting and expense management
  • Income tax planning and compliance
  • Family governance and role clarity
  • Risk management and asset protection planning
  • Estate and wealth transfer planning
  • Philanthropic and legacy planning

Communication and Education Planning

Advising families on their role and expectations surrounding family wealth in:

  • Family communication planning, facilitation and implementation
  • Family education and family leadership development

Meet our team

Our dedicated  professionals help you achieve what matters most to you. Learn more about them and get in touch with an advisor today.

Michael

Michael Miranda, CFA®

Managing Director
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Michael

Michael Finan, CFA®

Managing Director
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Tina D.

Tina D. Milligan

Managing Director
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James M.

James M. Minich

Managing Director
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Amy

Amy Griman

Chief Trust Officer
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Michael

Michael Miranda, CFA®

Managing Director

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Michael

Michael Finan, CFA®

Managing Director

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Tina D.

Tina D. Milligan

Managing Director

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James M.

James M. Minich

Managing Director

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Amy

Amy Griman

Chief Trust Officer

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