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 wealth management company in The Woodlands 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). Let our estate planning services in The Woodlands help you.

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. Our wealth management company in The Woodlands has strategies designed to hedge, monetize, diversify or transfer assets while mitigating tax implications.

 

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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.

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