A comprehensive wealth management process with both short and long-term strategies is essential in determining the necessary steps to achieving financial goals.

Family Wealth Planning
The Brown Smith Wallace Family Wealth Planning Group works with individuals, families and family businesses to address their unique and often complex wealth management needs.

Estate Planning
Our experienced family wealth planning team incorporates financial planning, educational planning, retirement planning and the effective use of trusts in your estate plan to safeguard and protect your assets throughout your lifetime.

Business Succession Planning
Do you have an effective succession plan in place? The key to an effective succession plan is feeling confident that your business will be in good hands generation after generation.

Family Office Services
Brown Smith Wallace delivers the solution to simplifying the lives of financially successful families, while creating a trusted system for preserving and protecting a family’s wealth for present and future generations.

Personal Financial Planning
We act as your objective “quarterback” to facilitate, coordinate and orchestrate a comprehensive approach to your personal financial planning activities.

Advanced Planning
Through alliances with some of the most prominent advisors in the country, the Family Wealth Planning Group is able to offer advanced planning advice that is cutting-edge and highly innovative.