The strategic accumulation of client wealth without exposure to unnecessary risk is a significant undertaking. From investment portfolios to closely held businesses, real estate interests or other activities, we are committed to the growth of our clients’ assets. This, above all else, is our core focus.
Planning for the successful transfer of that wealth is critical to the client’s legacy and heritage. Wealth Architects provides highly individualized heritage services as well as family education programs that prepare beneficiaries for all aspects of wealth management. This includes ongoing instruction in proven strategies for enhancing and maintaining family unity across generations.
Once wealth has been accumulated, one of our most important charges is to help the client to preserve that wealth for the long-term. Whatever the context or form that wealth may take, our professional team is dedicated to preserving it for the use, enjoyment and security of the client.