affluent families
trust | transparency | results
we offer peace-of-mind by protecting and maximizing your family’s wealth
with RG Wealth in your corner, more money doesn’t have to mean more problems
Estate planning, transferring wealth, protecting assets, and hedging risk are all extremely important and each of these activities grows in complication as wealth increases. Our team is here to protect you and your family from costly consequences that come from making misinformed decisions or taking certain actions without a comprehensive understanding of each and every detail.
Our mission is to serve as your family’s advisors for life, handling all matters related to managing and preserving your wealth, and building your legacy – so you are free to focus on enjoying your life and the people important to it.
one of our key practices is serving your family’s unique needs
We have identified significant opportunities and difficulties associated with serving families, including:
Estate planning (Wills, trusts, ancillary planning documents)
These documents are the easiest and best way to control the disposition of assets after the passing of a loved one)
Intergenerational wealth transfer
Minimizing estate taxes is easier with the new tax law, but the estate tax exemption limit will expire in 2025 unless Congress elects to extend. Generation skipping issues must be considered as well.
Asset protection
Safeguarding family assets from liability and marital events can be critical for affluent families. Inheritances can be eroded or lost due to a lack of planning in this area
Idiosyncratic Risk Hedging
Often, family wealth is concentrated in a single stock received through inheritance or a successful business career. We have strategies designed to hedge, monetize, diversify or transfer assets while mitigating tax implications.
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exxonmobil employees
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affluent families
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INVESTMENT MANAGEMENT
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FINANCIAL PLANNING
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RETIREMENT PLANNING
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TAX OPTIMIZATION
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If you have any questions or would like to learn more about our firm, please fill out the form below and we’ll get back to you shortly. We look forward to hearing from you.