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Do I have enough? 

Living the life you envision starts with being very clear about how much wealth you’ll need to support your lifestyle, your family, and your community. Your answers will provide the foundation for confident decisions about putting your wealth to work. Knowing if you have enough sets the stage for action. 

Do I have the impact I want? 

If you’re like most people, you want the wealth you give away to inspire and support causes that you care about. You know you’ll have an influence, but what about real impact? 

What happens if something happens to me?

We regularly hear, “I have a will; I’m good.” And yet we see reality fail intentions all the time. 

We know that good is not good enough and doesn’t really answer, “What happens if something happens to me?” Don’t stop short. Go beyond the planning documents. Educate and prepare next-generation heirs. Position future trustees and executors for success. Reduce the administrative burden of wealth for those you care about. 

What am I missing?

You can plan where you want to go once you: 

  • See your world collectively 
  • Understand what you have and what you need 
  • Map your goals 
  • Enlist an expert partner to help you realize your vision 
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Stop wondering. Start doing.

Our wealth planners will challenge and transform your thinking into a powerful plan that will make a real difference for you and your family.

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We provide what you need so you can know your wealth. 

We have the processes and technology that will help you understand your money and give you the confidence to navigate the complexities of your wealth to reach your financial goals, supported by a dedicated team of experts. 

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Discovery: An approach that helps you determine what success looks like in your unique terms. 

Reporting: Tech-enabled, customized reporting that helps you make sense of all your data.   

Expertise: Experienced advisors to help connect progress to quantitative data like cash flow, assets, and liabilities. Build organization, gain clarity, and bring confidence to your decision-making.   

Team: A powerful team of investment, legal, tax, estate planning, and generational wealth experts.

Wealth insights

Smart thinking, commentary, and research that impacts your life

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May 17, 2023

The family guide to trusts

Wealth Insight: Understanding the basics of trusts can help you figure out where they fit within your legacy plan.

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May 17, 2023

The family guide to lifetime gifting.

Wealth Insight: You have options to realize your gifting goals, starting with the questions to ask before you even start planning.

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May 17, 2023

The family guide to life insurance

Wealth Insight: Life insurance can be a crucial element of your financial plan.

Investment services provided by SEI Investments Management Corporation (SIMC). Custody services provided by SEI Private Trust Company (SPTC), a federally chartered limited purpose savings association. Platform and technology services provided by SEI Global Services, Inc. (SGS). SIMC, SPTC and SGS are wholly owned subsidiaries of SEI Investments Company (SEI). 

Investing involves risk including possible loss of principal. There is no assurance goals will be met.