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Family Office
Financial and estate planning issues become more complex every
year. The Family Office professionals stay on top of current and
emerging
issues, giving our clients reassurance of a second opinion concerning
their financial needs.
The day-to-day monitoring of bank and investment accounts can be
overwhelming. The Wilson Price Family Office is designed
to meet the needs of busy professionals, older adults and their
family members.
The Busy Professional
Most professionals are spending valuable time coping with the day-to-day
minutia of investments and banking. The Family Office team
can make life easier for you by handling some of your routine
daily and weekly
tasks – check writing, monthly investment and bank reconciliation
– to name a few. Every client has a unique financial
situation. We will develop a customized plan based on your
business and personal
needs, and you can enjoy peace of mind knowing that financial advisors
are looking out for your short- and long-term financial goals.
Older Adults and Family Members
Careful oversight and coordination among all financial and care-giving
partners ensure that an individual’s goals and needs are met
through our financial and estate planning services.
Our Primary Goals:
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To coordinate
and oversee all of the partners involved in the care of our
clients; |
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To provide oversight and
assistance with banking and other financial transactions; |
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To provide effective estate,
tax and gift planning |
Let us help simplify your life. We
can manage your monthly obligations – paying bills, making
deposits, providing payroll for caregivers and household employees,
submitting
insurance claims, receiving and sorting mail, reconciling bank
and investment statements – or provide oversight for your
financial needs.
Allow our caring team to develop a customized plan that fits your
specific financial situation and objectives. Whether you
are an older adult or a child caring for a family member, you
will receive
personalized attention from experienced professionals who will
create a comprehensive service plan for all of your financial
and estate
planning needs.
We will help you:
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Identify strategies regarding
the monitoring and preservation of wealth; |
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Assess your desires and goals to facilitate
decision making; |
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Examine trust instruments and schedules
of assets; |
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Review current wills, powers of attorney,
and healthcare directives; |
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Evaluate insurance coverage and make
recommendations for additional coverage such as long-term care
insurance; |
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Estimate estate taxes under current
estate plans; |
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Analyze retirement account planning; |
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Plan monthly cash flow and outline
future income and budgetary concerns; |
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Strategize alternatives to current
estate plans and quantify potential tax savings. |
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