Family Wealth and Estate Planning

Whether you’re planning to transition your business to the next generation in the near future, or focused on adding value to the company for the possibility of a future sale, our business transition planning advisors are here for you. We help educate business owners on all possible succession planning opportunities, oversee the development and implementation of the selected strategy and act as the “quarterback” on the transition team.

Supporting your favorite not-for-profits is important to you. And it’s important to Anders, too. From annual donations to starting a private foundation, our advisors can ensure you’re giving back in a way that minimizes your tax burden so you can continue your support for years to come.

It’s never too early to start preparing for your child or grandchild’s future education. Tax strategies and savings plans, such as a 529 Plan, can help offset education costs while avoiding tax. Our advisors can help develop a customized strategy to plan for these expenses.

When considering passing down your wealth to family, there are many things to consider including taxes, asset protection and financial responsibility.  We can help design plans to transfer and protect assets through trusts, distribute wealth through annual and lifetime gifting strategies and determine which assets are most appropriate for beneficiaries.

As an executive, you’re looking toward the future, making strategic decisions that will impact your department or company for years to come. Taking care of your personal financial future is just as much of a priority, but you need personalized advice and tools to reach your goals. Anders works with executives at both publicly traded and privately-held organizations on setting and reaching financial goals through tax, retirement and estate planning.

Having an advisor that takes a holistic look at the finances and offers proactive advice is invaluable to a family with multiple investments or business priorities. Our team can help you make strategic financial decisions that will benefit your family in years to come, as well as manage the day-to-day finances for large families and family businesses.

Knowing that you have the right insurance coverage and investments for your needs is important. Our advisors can review your insurance plan or investment portfolio and how they align with your goals to ensure you have the right setup to mitigate risk and be successful.

Taking a look at your entire financial picture and net worth can be a great starting point for future planning. With Anders, you can understand where you’re starting with proactive tax and financial planning advice to reach your goals and grow your wealth in the future.

Ensuring you and your family are prepared for retirement takes a long-term strategy. Between employer-sponsored retirement vehicles, IRAs, Roth IRAs, and more, the options can be overwhelming. Anders works with high net-worth individuals on developing a plan that is customized for their needs, whether it’s retiring at 40 or transitioning the family business in their 80s.