BUSINESS AND ESTATE PLANNING

Become the architect of your own future & define your legacy.

Estate Planning & Trusts

We understand that your financial endeavors are not merely about wealth accumulation - and so our integrative generational planning strategies extend well beyond investment management.

It is our deep expertise, extensive resources, and strategic partnerships with specialists that empower us to work with clients to solve for the wide range of objectives unique to each families situation and aspirations.

Our services for creating an effective legacy plan range from establishing trusts and family governance to creating tax efficient estate plans and providing future generations with the ongoing education and support they need to manage and build upon your planning.

Business Continuity & Succession

Fostering a sustainable growth and continuity with a strategic and intentional approach ensures that the legacy of your enterprise thrives long after you step away.

By integrating tax-efficient strategies and comprehensive legal considerations, we design a blueprint that supports not just your business, but your people – your family, your employees, and your community.

We know your legacy is more than just wealth passed down; it's the imprint of your values, your successes, and your vision. You can expect us to provide you with the tools and expertise that help you gain clarity and solidify your legacy for future generations.

Private Trust Services

In the area of estate and business planning, Integrative Wealth Partners teams up with top institutional trust services and local private fiduciaries. This alliance offers a robust range of private trust solutions to secure your financial future and legacy. Our holistic approach focuses on converting your financial goals into actionable plans, covering wealth management, estate planning, and business continuity. This partnership enhances the range of specialized services we can provide, making your financial strategy both comprehensive and personalized.

Customized investment strategies with continuous oversight
Prudent risk management solutions
Objective and tax-efficient financial strategies
Cash management services and access to secured banking and lending
Expertise in estate plan execution, including legacy planning
Comprehensive trust document and investment portfolio reviews
Multigenerational planning and wealth transition strategies
Family wealth stewardship, facilitating family meetings
Guidance on charitable giving strategies
Ongoing trust account administration services

With our team by your side, you can look forward to a secure financial future, carefully curated to reflect your values, hopes, and aspirations.

Philanthropy & Impact Investments

Your wealth can be a powerful force for good. Our Philanthropy and Impact Investments services enable you to harness this power and shape a world that aligns with your values.

Understanding Your Values: We start by comprehending your passions and aspirations for societal impact. This lays the foundation for us to guide you effectively in your journey of purposeful giving and conscious investing.
Crafting Impactful Strategies: We don't merely advise on charitable donations; we help shape investment strategies that mirror your values. Our guidance can help include organizations in your portfolio that are socially responsible and sustainable, turning your investments into an engine for positive change.
Balancing Impact with Returns: Our strategies are crafted to not only drive societal change but also to help your wealth continue to grow. This dual focus enables you to invest according to your values without losing out on opportunities for wealth creation.
Building Your Legacy: With us, philanthropy and impact investing are personal. They reflect who you are, the changes you wish to inspire, and the legacy you aim to build.

We don't just guide your financial decisions; we assist you in inspiring change through wealth. We're with you at every step, helping you shape a world that resonates with your values.

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