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Family Wealth and Estate Planning

Prepare for the financial future of you and your loved ones with help from Anders.

Build Your Wealth and Ensure Financial Security

Few factors have such a far-reaching impact on every aspect of your life as your finances. That’s why our team takes the time needed to create a long-term wealth-building and protection strategy. Working as your sole advisor, or alongside the rest of your current financial team, we strive to provide a comprehensive approach to building and enhancing your wealth.

Business Transition 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.

Charitable Giving Planning Including Private Foundations

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.

Education Planning

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.

Estate, Gift and Trust Planning and Preparation

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.

Executive Services

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.

Family CFO and Financial Concierge

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.

Independent Review of Insurance and Investment Strategies

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.

Personal Financial Statement Preparation and Analysis

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.

Retirement Planning

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.

Industries We Work With

No matter the size of your wealth management or retirement planning needs, our specialists focus on the following industries and serve others as well:

Success Stories

Transformed Stock Gifts into Diverse Portfolio

We worked with a young taxpayer who had been receiving stock gifts over the years from parents and grandparents. Taking advantage of the zero percent tax rate, we knew exactly how much in capital gains to take without incurring any tax. This enabled our client to establish a more diversified portfolio for essentially no cost.

Created Trust to Fund Charitable Contributions, Protect Estate

After inheriting a significant amount of money, our client turned to us to help set up a charitable trust. Through the trust, we helped our client make annual charitable donations while removing a significant amount of money from her taxable estate. The trust was funded with low-basis stock, and each year our client sells a portion of these shares to obtain the cash needed for donations. Any capital gains are offset by the trust’s charitable deduction.

Fueled Roth conversion with proactive tax planning

We turned two years of significant business losses into many years of tax savings. Our client was able to convert $400,000 in a traditional IRA to a Roth without paying any tax. The family has already seen substantial tax-free growth in the new account.

Helped Retiring Executive Exercise Stock Options.

Our client, an executive about to retire, needed advice developing a strategy to exercise ISO and NQ options. We helped our client understand the benefits and drawbacks of taking stock options after retirement. We weighed factors like changing tax laws, cash flow concerns and the current tax environment.

Guided clients through tax implications of divorce

We helped our clients and their divorce attorneys through the division of assets, including significant stock options, to minimize the tax impact. We created an option exercise strategy and analyzed the tax basis and AMT basis on which shares of stock would provide the most benefit to each party.

Handled estate planning for terminally ill spouse

Our team worked closely with our client’s attorney and investment advisors to create an estate plan for a terminally ill spouse. This included determining the tax implications of trusts set up for children, investment decisions and equalization of the estate.

Used Roth IRA Conversion to Reduce Taxes

In 2010, 2011 and 2012, we advised our clients to use Roth IRA conversions to use the current-year losses and resulting lower tax brackets. In addition, the Roth conversions helped our clients avoid creating Net Operating Loss situations.

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