New Family Wealth
You built it, we can help build what’s next.
Core Planning is uniquely designed to provide exceptional service for families in the $25MM to $100MM wealth range.
Family wealth creates unique challenges and you deserve a clear plan that fits your family and your pace.
Core Planning partners with families to integrate investment management, risk management, tax and estate coordination.
We address these issues by aligning multiple generations with deeply open communication around family values, priorities, and strategy.
what to expect:
Estate Management Policy (EMP): We’ll help you create and implement a customized family policy that serves as a road map to help you achieve your financial, philanthropic, and legacy objectives.
Creation and implementation of long-term investment strategies.
Close coordination among your family’s existing tax and legal counsel.
Ongoing education and communication with family members across the generations.
what we bring to your table:
A deep bench of collaborative professionals. [meet us]
Discreet planning for private families.
Corporate trustee coordination.
Family communication and meeting cadence.
Multi-custodian consolidated reporting and oversight.
A sense of calm within a complex estate.
