360° Family Wealth Management
What is 360° Family Wealth Management?
Affluent families, by necessity, use a diverse cast of professionals to tend to the various, complex elements of their wealth management plan. Often, however, there is no one at the helm, directing the team. The risk of this fragmented, piecemeal planning approach is that it may result in costly, sometimes devastating mistakes as a result of poor coordination.
It is for this reason that we believe 360° Family Wealth Management is critical to the implementation of a successful Wealth Management Plan.
Are you a candidate for our 360° Family Wealth Management Services?
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- Corporate Charitable Giving – Reap Corporate Tax Benefits While Supporting Your Favorite Charities
Learn how our turn-key system makes it easy to set up and manage a Corporate Donor Advised Fund or a Corporate Foundation. These charitable vehicles can help you significantly lower your taxes.
- Visit Your Money with Kestra’s New Paperless Statement Delivery System
Kevin Ellman CFP and CEO, and Elizabeth D’Aleo, Director of Family Offices, of Wealth Preservation Solutions, LLC explain Kestra’s New Paperless Statement Delivery System. Deadline to Enroll is April 1, 2021.
- The Donor Advised Fund – Give While You Live
A Donor Advised Fund is a real time, tax-deductible and flexible, gifting strategy. In addition to being a highly efficient and easy to set up philanthropic vehicle, it allows you to enjoy seeing people and charities benefiting from your generosity during your lifetime.