WealthScapes is your go-to resource for sophisticated wealth management strategies tailored to high-net-worth families. Our blog provides guidance on preserving and growing multi-generational wealth while addressing the unique challenges faced by affluent individuals and families. Key areas of focus include comprehensive financial planning, estate and legacy planning, asset protection, investment strategies including alternative investments, business succession and family governance.
Estate management isn’t just about what happens after you’re gone— it’s also about what you can do now to help manage future estate taxes, transfer wealth strategically, and attempt to create a meaningful impact during your lifetime.
Transitioning from earning a paycheck to relying on your savings can feel overwhelming. As financial professionals, we help clients navigate this shift by developing strategies that turn the wealth they’ve accumulated into reliable retirement income.
Whether your idea of a perfect vacation is sitting on a pristine beach, fishing in a mountain lake, or playing the back nine between pickleball matches, many of our clients have come to us over the years with the same question—should I buy a vacation home or just continue to rent?
During your prime earning years, it may be a good idea to consider updating your estate strategy to ensure that it reflects your wishes. From time to time, we see families make potentially expensive missteps.
Whether you’re newly married, starting a family, or nearing retirement, an estate strategy may be on your mind. We have helped clients craft legacy strategies for their families, and want to share our experience to help you navigate some missteps we have seen others make.