Identify goals and develop a financial plan
Your goals should reflect your specific situation. That’s why at Fiduciary, we take the necessary time up front to gain a thorough understanding of your circumstances, family dynamics and goals. Are you seeking to ensure wealth transfer to family members? Mapping out your retirement? Seeking to provide a maximum benefit to a charity or other social enterprise? Trying to reduce the burden of income, gift, estate and generation-skipping taxes? If so, we can help. We can help you clarify your goals, and develop the best plan to achieve them.
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Develop a long-term investment plan
Many of our clients have complex financial situations that require a complete analysis of their short- and long-term goals. Based on that analysis, we work with our clients and their other professional advisors to develop an appropriate investment plan, thereby ensuring a coordinated approach to achieving their goals—both now, and in the future.
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Establish a trust
Trusts come in many varieties, and can accomplish many things. They can avoid probate, manage taxes and—more important—protect the interests of those you love. In many cases, trusts symbolize and reinforce lifelong relationships among family members. Your trust can be a continuing presence in the lives of those who mean the most to you.
Many wealthy individuals and families already have trusts in place; others do not. Fiduciary can help individuals and families in both groups. If you’ve already set up a trust, our in-house legal specialists can help you review your trust document to ensure that it accurately reflects your wishes. If you’re contemplating creating a trust for the first time, we can help you identify what types of trust may be best suited for your particular financial circumstances, family dynamics and long-term goals.
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Establish a family office
In some circumstances, your wealth can become a burden. Are you spending too much time tracking your assets, and too little time enjoying your family? Would you like someone you trust to help you monitor the details? If so, Fiduciary can help. We can attend to the “back office” responsibilities, and give you the chance to focus on what’s really important to you. We can help you reclaim your time while maintaining your peace of mind.
To learn how we can help coordinate your finances and simplify your life through our family office advisory services, please visit:
Minimize taxes
Everyone should pay their fair share of taxes—and no more. Our professionals have the experience to understand your current tax situations, and to help you become more tax-efficient. We can help you with a range of specialized solutions, including estate tax minimization, asset location and income tax management.
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Plan for your retirement
If you’re like most of our clients, you’re accustomed to working. We want to help protect your assets so that you can maintain your lifestyle in your retirement years, while still meeting your other financial goals. This takes planning. We can generate the necessary financial projections to monitor your progress toward your financial goals, illustrating the costs and opportunities associated with your choices. We update those projections periodically to reflect your changing circumstances.
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