The Family Wealth Group
 

A Trusted, Experienced
and Consultative Partner

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Our Expertise

The Family Wealth Group is an experienced team of investment and financial professionals, team credentials include CPAs, JD, MBA and several team members that hold the CFA designation.

Wealth Creation to Preservation
It’s very important that you make smart decisions now, during your wealth creation years, so as not to erode what you have created. We will help you manage the transition from wealth creation to wealth preservation, identifying risks to your wealth and mitigating those dangers.
  Long-Term Cash Flow Modeling
We prepare long-term cash flow analyses that help you understand future cash flows and risks to your financial success. By creating a model with variable factors, including rates of return and cash flow, we can help you understand the potential risks in your long-term strategy.
     
Working With Your Family Office and
Other Advisors

Most clients come to us with other advisors already in place, some of whom are on staff in the client’s family office – often as tax, estate or investment professionals. Rather than replace these advisors, we develop strategies that complement and enhance existing structures and direction, giving you an even higher level of service.
  Generational Wealth and Knowledge Transfer Understanding how your investment portfolio coordinates with your estate plan can alleviate future estate tax problems. Having a trusted advisor for you and your family with knowledge and resources you can rely on can provide peace of mind.

Philanthropic and Legacy Planning
We work with you to make sure your charitable goals and intentions will be supported by a sound and efficient financial strategy.


Serving as Your External Sounding Board

Having a financial partner with the skills and expertise of a national firm but with a local presence can be invaluable. Our clients rely on us for more than just investment strategy and advice. They use us as their sounding board on a variety of financial issues, creating additional value.
   
Structuring Tax-Efficient Portfolios
When structuring a portfolio it is important to consider after-tax returns. Taxes owed can be directly impacted by your ability to time gain/loss recognition across your asset allocation. Additionally, being aware of asset location, not just asset allocation, can enhance your overall portfolio’s after-tax performance. We have the expertise to help you address these tax-related issues.
 
   

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©2014 Robert W. Baird & Co. Incorporated.

Robert W. Baird & Co. does not provide tax or legal advice. You are advised to seek advice from legal and tax counsel to determine the applicability of this information to your income tax, estate, and financial planning decisions. ©2013 Robert W. Baird & Co. Incorporated. Member SIPC. Securities offered through Robert W. Baird & Co.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER and federally registered in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirement.