Estate & Wealth Management

Your legacy is more than the assets you share with future generations — it’s also a powerful way for you to pass on your values. We understand that your circumstances and goals are unique, so we dig deeply into your full financial picture to design your estate plan. While helping you avoid probate and simplify your asset transfer, we’ll also work with you to find novel ways to distribute both liquid and illiquid assets. In this process, we can support trust construction, strategies for equitably passing your business to future generations, and more.

Estate & Wealth Management Objectives

Our goal is to help you:

  • Create a legacy that reflects your true wishes
  • Minimize tax liabilities through diligent documentation and strategic gifting
  • Balance your current needs, family obligations, and philanthropic desires
<a data-mce-href="https://www.advancedportfolios.com/resource-center/investment/emotional-vs-strategic-decisions" href="https://www.advancedportfolios.com/resource-center/investment/emotional-vs-strategic-decisions">Emotional vs. Strategic Decisions</a>

Emotional vs. Strategic Decisions

Navigate the dichotomy of "Emotional vs. Strategic Decisions" in our insightful article. Delve into the realms of information versus instinct, the allure of the "deal du jour," and the power of eliminating emotional biases. Gain valuable insights into balancing emotions and strategy for more informed and successful decision-making in various aspects of life.