Successful Families

Our private wealth team specializes in working with successful families and individuals to help them achieve true financial well-being. We believe that true financial well-being comes from being confident in your current situation and assured about your plans for the future. We’re here to guide you on that journey.

Through personalized financial planning, we partner with you to address both everyday challenges and significant life milestones. Whether it’s goal setting, wealth management, estate planning, or wealth transfer, we provide comprehensive support tailored to your needs. Leveraging cutting-edge technology, in-depth research, and specialized expertise, we are able to adapt quickly and effectively to meet your evolving financial goals and objectives.

You may be wondering:

How can we minimize estate taxes and efficiently transfer wealth to future generations?

What is the best way to structure our family’s charitable giving to maximize impact and tax benefits?

How can we implement a family governance structure to align the financial goals and values of multiple generations?

What is the most tax-efficient way to diversify our investments across asset classes, including private equity, real estate, and alternative investments?

How do we ensure our business interests are properly protected and transitioned, whether through succession planning or potential sale?

How we help:

wealth
preservation

college funds

estate
planning

We view your family as our family. With in-depth knowledge and experience, we will guide you to better understand the process and impact of each of your choices. Empowered with the full picture, you can decide with confidence, knowing it makes sense not just for your finances but for your family as a whole.

Your takeaways:

Feel empowered. The right information could save you more than just money.

Feel supported. You have chosen us to share your goals and concerns; in turn, we are committed to working with integrity and loyalty and are dedicated to staying by your side.

Feel connected. Family is everything and we will go above and beyond for any opportunity to help families thrive.

Extend your family with invaluable support from YHC today