Estate Planning Strategies to Build Generational Wealth
Preserving your wealth across generations takes understanding estate planning basics, incorporating tax minimization strategies, and working with an expert advisor. Maintaining your wealth through the next generation and beyond may be one of your top financial planning priorities. Generational wealth planning helps ensure your estate and assets transfer and that your legacy is protected. Estate planning is one important component of legacy preservation and generational wealth management. It helps you establish which...
Avior Wealth Management Featured in Citywire
Avior’s CEO Britt Campbell talked to Citywire about what’s next for growth and our decision to take on a minority non-voting investor. Avior Wealth Management has some exciting news to share. Our firm was featured in Citywire: Exclusive: $4.1bn Avior Wealth Management Pursuing Capital Raise. The feature comes after Avior announced that it would be going after a minority stake sale, working with Park Sutton Advisors as its investment banker. As quoted in...
Tax-Savvy Wealth Management Strategies
Factoring in the tax implications of your investments helps you plan for long-term growth and tax minimization. These strategies will help you determine your best options as part of your wealth management plan. Your wealth management strategy requires a delicate balance of risk and return. It also requires careful attention to your tax liability, as tax obligations can significantly impact your ability to grow and protect your wealth. Keeping a tax-savvy mindset...
Preserving Your Legacy: Planning for Healthcare in Retirement
Your healthcare needs are a key component of your overall retirement planning goals. Navigating retirement planning is already a challenge. Factoring in unexpected costs like medical expenses can add a complicated layer. With the rising costs of healthcare, trying to predict your healthcare needs, and considering your lifestyle requirements, it’s not always straightforward what you should be focusing on. To assist, we’re offering these practical strategies and tips that will help you...