Solutions
Wealth management for sophisticated families is a journey,
and a thorough financial plan is the road map for a successful one. The plans that we customize for Famiglia Wealth clients include much more than just investment strategies and portfolio management.
We incorporate impactful topics into your plan
that include consideration for taxes, estate and business succession, employment benefits, insurance, philanthropy, gifting, and much more. We tailor our financial plans to the needs of our clients based on their particular stage of life – whether they are:
accumulators
Consolidators
Distributors
Our areas for focus include:
family wealth
planning
tax efficient
Investment management
liquidity
event planning
generational
wealth transfer
Working with our clients’ other trusted advisors,
including legal, tax and family office professionals, we offer holistic solutions to help them pursue their short-term and long-range goals. We also make introductions and referrals to other professionals, such as investment bankers, whose services can add value to our client’s financial relationship.
We provide discretionary investment management services
that are tailored to specifically align with the objectives and policies set out in your financial plan. We also assist with private stock ownership issues. For business owners, we offer our invaluable experience in helping with the planning and implementation of liquidity events.
Resource Partners
As an independent firm, Famiglia Wealth works in an open architecture, which allows us to access an unlimited range of investment products and solutions. We have partnered with industry leaders to provide our clients with high quality services and investment solutions.
Quality Services
Investment Solutions
