Financially successful individuals, families and family businesses face complex decisions related to ensuring long-term financial security. A comprehensive wealth management process with both short and long-term strategies is key in determining the necessary steps to achieving financial goals.
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.
Who needs family wealth planning? 
What services comprise family wealth planning?
Family Wealth Planning covers a wide array of services and varies according to the client situation. These services often include:
- Advanced Planning
- Charitable Planning
- Comprehensive Financial Planning
- Education Funding
- Estate Planning
- Family Business Consulting
- Family Office Services
- Income Tax Consulting
- Insurance Planning
- Succession Planning
Why should I engage
Brown Smith Wallace?
We are independent & objective. Family Wealth Planning from Brown Smith Wallace is a fee-only service. Our consultants do not sell products. We provide objective analysis and advice on a full-range of financial issues based solely on each client’s planning needs and objectives without conflicts of interest.
Because we don’t sell securities, underwrite stock, provide investment banking services, hold equities in inventory, or have sell-side equity analysts; we eliminate the potential conflicts of interest that often arise at traditional financial service firms, as well as other accounting firms.
We work closely with your other advisors including your attorney, life insurance agent and investment advisors to provide seamless services.
We make A Measurable Difference™. Our Family Wealth Planning Group works hand-in-hand with you to help you define and achieve your goals.
What else should
I consider?
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