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A comprehensive wealth management process with short and long-term strategies is essential to determine the necessary steps you need to take in order to achieve your financial goals for you and your family. Our family wealth planning group works with individuals, families and family businesses to address unique and often complex wealth management needs.

Individuals who are financially successful face the same complex decisions. Often, the assorted advisors act independently without one true common objective. At Brown Smith Wallace, when we provide business and tax consulting services, we act as your quarterback to facilitate, coordinate and orchestrate a comprehensive approach to your personal financial planning activities.

If you have wealth approaching or exceeding $5 million, you face complex decisions related to ensuring long-term wealth management and financial security. Our services include:

  • Estate planning
  • Charitable planning
  • Education funding
  • Estate planning
  • Family business consulting
  • Income tax consulting
  • Insurance planning
  • Succession planning

Estate Planning

We develop sound strategies for estate planning, retirement planning, educational planning and the use of trusts to safeguard and protect your assets. Unlike many financial planners, our estate planning experts do not sell any financial products. Our independence is what makes us so effective.

Estate planning is a process, not an event. We have developed an effective five-step process to ensure your financial health. Our process includes goal setting, data analysis, plan design and implementation as well as on-going monitoring. Our estate planning services take a proactive approach to your financial future.

To determine if our family wealth planning services are a fit for your unique needs, please call us today for a complimentary consultation.

Business Succession Planning

Our business consulting services include succession planning which follows a process that is customized to each client, and includes:

  • Contingencies for an untimely death or incapacitation of key family managers
  • Subordinate roles, responsibilities and career paths
  • Ownership percentages
  • The emotional issues involved in family succession
  • Strategies to keep the business interest ahead of the family interest

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  • We’re a family business so we have business needs, personal financial needs and issues that often fall into both camps. We’ve received excellent succession planning advice and assistance from Brown Smith Wallace as well as practical valuation and gifting advice. We rely on the firm for all of our accounting and tax advice, where we also regularly receive value added ideas. Our advisers are very patient in explaining the various impacts of key decisions on both the business and each family member. Each family member is very glad we turned a new page in our accounting firm relationship.

    The Booksource
    Neil Jaffe, Co-President

  • Brown Smith Wallace provides us with a wide variety of professional advice and assistance on both company and personal financial issues, including estate planning, tax consulting, IRS audit assistance, compliance and financial statement support. They’re an important contributor to our successful operation.

    United Fruit and Produce Company Inc.
    Charlie Gallagher, Sr., Chairman | Charlie Gallagher, President | Dave Breen, CFO

Thought Leadership



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