Emerging Wealth Solutions
Affluent clients whose assets are under $30 million and they wish to steward their emergent wealth opportunities
Most of the successful families and business owners we work with have assets and complexity that require the timing, combining, and sequencing of an advanced wealth strategies plan. And still, some of our affluent clients whose assets are under $30 million wish to steward their emergent wealth opportunities with equal depth and nuance of a larger future body of wealth. Scenarios often fall into one of three categories…
- A large, singular tax event
- An emerging, successful business
- Unusually high annual income
Emerging Wealth Solutions are provided via an abbreviated version of our Wealth Strategies Planning.
Step I: Review, and Step II: Design, are provided for a total reduced project fee of $32,000 to $52,000. (If desired, Step III: Implementation, is offered under a separate fee).