Education planning services focus on preparing financially for the educational aspirations of you and your family members. We analyze current savings, projected costs, and funding options such as scholarships, grants, or student loans to develop a comprehensive strategy tailored to your needs. Our advisors provide guidance on tax-advantaged savings accounts like 529 plans or Coverdell ESAs to maximize growth potential while minimizing tax liabilities.
We also explore alternative funding sources and financial aid opportunities to ensure access to quality education without compromising other financial goals. By integrating education planning into your broader wealth management strategy, we help secure a bright future for the next generation while maintaining overall financial health.
Privacy and protection
Safeguard personal information and assets effectively.
Family coaching
Enhance family dynamics through expert coaching services.
Cash management
Ensure liquidity and financial flexibility.
Career transition
Seamless planning for your next chapter after sports or business.
Additional resources
View all
our wealth philosophy
What does your wealth look like in 100 years?
The sobering reality is that 90% of ultra-wealthy families lose their wealth by the third generation. Our mission is to ensure you’re part of the 10% who break that cycle, building and sustaining a legacy of wealth that flourishes for generations.
Talk to an expert
We’re here to help you navigate.
We can help you steward your resources for generations to come by building what we call the 100-year family operating system.