From close to a century of working with affluent families, through legacy firms, we know that there are universal concerns about wealth that bring complexity to wealth ownership. But we also know how to demystify this complexity.
When asked what we mean by holistic wealth planning, we often say that, in addition to excellent investment management, we help our client families consider how they want to use the wealth that has been created. With much experience, we have learned that our clients’ goals for wealth fall into three primary categories: 1) Client—meet your lifestyle needs, 2) Children and Descendants—plan your family legacy, and 3) Philanthropy—fulfill your charitable vision.
Our wealth strategies method is a process that ultimately presents a simplified picture of your wealth plan, helping you understand what you have in place and where changes are needed to make the plan reflect your current and future vision. The picture becomes our road map, and working with your other advisors—accountants and attorneys—we move your plan from where it is today to where you want it to be in the future.
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Head of Wealth Strategies
“You’ve done the planning. You’ve listened to your advisor, lawyer, accountant—they’ve talked to you about taxes until your eyes glazed over. You’ve done everything that you can to take advantage of all the exclusions, exemptions and credits to move your wealth down to the next generation. But there’s a little voice in your head that says, ‘What does this all mean? Are my children and grandchildren going to be ready for this? What’s going to happen when I’m not here to guide them? What is the purpose of wealth beyond money?’ We welcome these conversations.” Contact Linda
Wealth Strategies Resources
The best wealth management solution is always centered on you and your family—it’s about what you need, not about what we have to offer. And the best approach is with an integrated team that brings you and your family, our wealth strategists and investment team together, under the guidance of your wealth advisor. Throughout your relationship with our firm, all parties will work closely to discover, guide and ultimately deliver a holistic wealth strategy.
Organize and Visualize
Evaluate and Simplify
Collaborate and Implement
Questions About Our Firm
Judith A. Saxe, AEP®, Director of Research and Education, Wealth Strategies
Linda: Fulfilling Grandparents' Promise
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An initiative to engage new conversations about women and wealth.
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