Family Wealth Advising

Over the years, we have refined the focus of what we do to something we call Family Wealth Advising - that means helping our clients and their families address their specific needs and concerns and prepare for their family transitions.  Those needs and concerns may include: 

Older Adults: 

• Health & physical - acute and chronic conditions, effects of accidents, housing decisions
• Psychological & mental - enjoying retirement years, maintaining independence, dealing with depression and other psychological concerns, memory issues
• Family - relationships with siblings, children and granchildren, family communications
• Financial - concerns about outliving money, maintaining income requirements, staying ahead of inflation, managing healthcare expenses, minimizing taxes
• Legal - estate planning issues, healthcare & personal life experiences, how to be remembered, personal & spiritial values*

• Initial - notification of family & friends, funeral arrangements, immediate financial concerns, other immediate needs.
• First year - gathering documents, notification of institutions & service providers, asset, account & beneficiary updates, managing finances, estate settlement
• Longer term - financial & estate planning updates, potential re-marriage, other needs & concerns of older adults