Our comprehensive wealth management
transition team works with all advisors in developing and implementing
an estate plan that meets your goals and values.
Heritage Wealth Counselors provides a
comprehensive layout of a proposed balance sheet and cash flow analysis
and will show how to reduce estate and gift taxes, increase transfers
to heirs, enhance charitable giving potential and/or produce various
current income tax benefits. While developing the plan we actively
communicate with the family and its advisors to confirm the plan will
meet all of your objectives.
Heritage will also
coordinate the implementation of the proposed wealth design by
involving your family’s lawyers, money managers, insurance agent
and any other member of your typical planning team. By gathering
information as required from outside professionals such as accountants,
trust companies and securities representatives, Heritage will jointly
determine the scope of the engagement. Based on the complexity of the
assessment, Heritage will submit a comprehensive proposal accordingly.
[Sample Estate Plan]
Financial Management System
Financial Management System gives your family a comprehensive, dynamic
and consolidated wealth picture by providing easily accessible
financial information. This facilitates well-informed decisions on any
aspect of the wealth management portfolio.
Family members and advisors are provided
the ability to obtain and share detailed or general financial
information with ease. Daily, monthly and quarterly reports are broken
out in a variety of categories including balance sheet, cash flow,
detailed reports by money manager, by asset class or by a category of
your design. Utilizing the advantages of the unique Compuport™
system, clients are provided a relevant, empirical high-wealth
knowledge base providing performance comparison snapshots for dynamic