- Who We Serve
- Changemakers and Multi-Generational Families
Legacy Builders and
Protectors
Your aspirations go beyond living well today. You’re looking toward the future to leave a long-lasting impact.
- Grasp complexity
Manage your complicated estate strategically
Luxury means more than fine homes and designer goods. It means having the freedom to make large, positive changes for the people in your life. But with more wealth comes greater responsibilities. WealthCrossing helps you plan for the future and sets up the building blocks for an everlasting legacy.
Estate planning
We’ll review your assets and their ownership structures, including limited liability companies, partnerships, and investments. Then we’ll work with you attorneys to help make sure your beneficiaries are current and legal documents are sturdy.
Charitable giving
Take your philanthropy to a higher level with donor advised funds, charitable remainder trusts, charitable lead trusts, and private foundations.
Wealth transfer
Pass your assets on to future generations thoughtfully with a mix of strategic gifting, college savings plans, family foundations, irrevocable trusts and more.
Tax strategies
Your financial team will include a tax advisor who understands multi-generational wealth and can help reduce inheritance taxes.
Conscientious investing
Preserve your wealth for years and represent your values today through lower-risk, tax advantaged investment strategies.
Business succession planning
If you have a family business, we’ll walk you through all the options to monetize it and prepare your family for the transfer in leadership.
Next generation guidance
We help guide your children and grandchildren to become capable stewards of family wealth through tailored financial education programs that align with your values and family traditions.
- Independent advice
Values-centered planning to guide generations
We understand your family and your goals are important. You need bespoke financial guidance that is focused not just on the dollars and cents, but on your values.
As a team, we strategize to provide wealth builders with a solid game plan to guide them toward achieving their current goals.
As our clients enter retirement, we re-examine what they have and help prepare them financially for this important chapter of their lives.
- Explore who we are
Your concierge for successful wealth management
WealthCrossing’s commitment to you and your family’s well-being, above anything else, means you’ll always get personalized advice and a trustworthy partnership. Explore the WealthCrossing difference.
From the very beginning, you’ll discover that we care. We care about your accomplishments, your family, your concerns, and your goals. And we’ll put great care into your financial plan.
We take an independent, integrated, and balanced approach to wealth management that includes financial planning, investment management, and tax services.
Our diverse team of advisors not only have the necessary credentials, they have seen a lot of situations and can put that experience to work for you.
- How can we help?
Schedule your personalized consultation today
What are your goals and how can we help? Let us know in the form below!