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Family Education
For many families managing wealth across generations requires a good amount of forethought and planning. We have developed a family education service designed to address and mitigate concerns that could otherwise lead to conflict for families.
How We Help
Knowledge and Strategies
Our team is trained to work with family members on a variety of issues (with or without other advisors) so as to promote communication and financial literacy.
Resources
We have exclusive access to New York Life's Advanced Planning Group, a premier planning team with expertise in law, accounting, financial planning and insurance. Our access to these resources allows us to bring experience, value and insight to your planning situation and assist you with your planning needs in a holistic manner.
Special Events
We developed our Educational Speaker Series events in order to bring industry leaders and keynote speakers to present topics specific to wealth management. These events, typically held in the evening give our clients the opportunity to learn in an engaging atmosphere. Past as well as upcoming events can be viewed through our portal. Click here to view events.
