Working Together
FAMILY FIRST
We help individuals and families coordinate all aspects of their complex financial lives so that they can focus on the things that are most important to them. Learn how we can help you feel confident in your financial future.
What It Looks Like
goal
Provide for our lifestyle of approximately $3 million per year for the rest of our lives such that we do not have to worry about market fluctuations
completed
Performed John and Jane’s year end trust distribution analysis to save approximately $25,000 per year
completed
Planned to maintain a lifestyle security ratio below 2%
completed
Renegotiated line of credit to save appr. $50,000 per year
Still To Do
Ongoing review of lifestyle portfolio allocation and analysis
goal
Provide assets to our children, and to a lesser extent our grandchildren, during our lives in a tax favorable manner
completed
Moved approximately $11 million outside taxable estate with GRAT
completed
Ongoing assessment of legacy to heirs
completed
Ongoing financial education sessions with children
completed
Recommended and implemented real estate trust for children
Still To Do
Evaluate business holdings and illiquid investments for opportunity to transfer at reduced valuation
goal
Maximize assets that will pass to our children, provide additional support to our grandchildren
completed
Moved appreciation on $11 million of assets outside taxable estate
completed
Ongoing assessment of legacy to heirs
completed
Restructured life insurance portfolio to achieve higher benefit with reduced premium
Still To Do
Evaluate business holdings and illiquid investments for opportunity to transfer at reduced valuation
goal
Develop a family foundation and involve our children and grandchildren in its mission
completed
Created a $5 million foundation with a net after-tax contribution of $2 million
completed
Created Foundation Board of Directors and process for family management
Still To Do
Establish Charitable Trust to provide lifetime income for John and Jane and eventually fund Foundation
We understand the unique challenges and complexities that come with managing wealth. Our decades of experience as the trusted advisor for high- and ultra-high-net-worth families gives us an experienced perspective.
PERSONALIZED TEAM
We build a dedicated, experienced team around every client with the specialized skillsets needed to meet their unique financial objectives.
PERSONALIZED STRATEGY
Your team will craft a strategy that strives to be fully coordinated across every aspect of your financial life and your unique goals, not a prepackaged portfolio solution.
COMPREHENSIVE SERVICES
Our integrated wealth planning and lifestyle services means you can count on us as your single trusted partner to plan your financial future.
RELATIONSHIPS THAT LAST
When you choose Waldron, you can expect more than expertise. You can expect to be treated like family. We seek to build relationships that last lifetimes and generations.
FAMILY OFFICES
Whether consulting on governance and compliance, easing administrative burdens, providing next generation wealth planning and education services or redefining your office’s mission and values, we stand ready to provide support.
- Establishing a Family Office
- Augmenting an Existing Family Office
- Transitioning to the Next Generation
Business Forward
Is your business growing more into your financial life? Business owners have unique challenges and their personal wealth is often interconnected with their enterprise. See how we help entrepreneurs focus on what matters most.
- Family Enterprise Services
- Executive Compensation & Benefits
- Business Owner Advisory Services
- Trust Services
Private Wealth Services
Our mission is to provide a comprehensive suite of services to bring the financial aspects of your life into harmony under a single strategic platform. At Waldron, you’ll have a specialized team working in coordination to plan and manage your wealth.
Beyond Wealth
Recognizing that time is wealth, we work to seamlessly integrate a set of lifestyle services — like travel planning, bill pay and family enterprise services. Learn how these services may help enrich your personal, professional and family life.
Insights
Preparing for the tax sunset
by Patrick Cortazzo, CFP®, ChFC®, CSLP®
WALDRON PRIVATE WEALTH IS EXCITED TO ANNOUNCE THE HIRING OF BRETT REES TO LEAD OUR MID-ATLANTIC EFFORTS
by Michael Krol, CFP®, CPA
Decoding The Generation Skipping Transfer Tax
by Lindsay Wilcox, CFP®, CTFA, CHFC®