When life becomes too complex and managing your wealth becomes a full-time job, our family office services may be the solution you need.
Slater Financial – Family Advisory
There comes a time where significant wealth becomes a challenge and it becomes a challenge for many reasons from a tax point of view, from a family harmony point of view, from a financial planning point of view. And we do consider all the important factors, things like business planning, business transfer planning, tax planning.
Our role is to help navigate through that when things become too burdensome and too big for you to handle. Family harmony should never be a casualty of significant wealth. What we can do is we can help educate the next generation to become stewards of that family wealth and relieve you of the burden of having those difficult conversations, instilling a vision for the family on the next generation and how you would like that wealth managed.
Our wealth plan helps address those issues and work through the financial blueprint to create the proper legacy that you would like to leave with your family.