Helping Successful Families Navigate Wealth With Purpose
Helping Successful Families Navigate Wealth With Purpose
Managing wealth across generations comes with its own set of challenges, and every family’s story is unique. At Solidarity Wealth, we often see families like yours facing challenges such as ensuring a smooth wealth transfer while preserving family values, bridging generational gaps in financial literacy, structuring philanthropy for meaningful impact, and coordinating intricate estate, tax, and investment strategies. Here’s how we help.
Making Wealth Work for Your Life, Your Values, and Your Legacy
- Legacy and Estate Planning We support families with estate plans tailored to their priorities, including tax-efficient transfers, multi-generational trusts, and governance structures. Our multi-family office offers trust administration and personalized reporting for streamlined estate management.
- Tailored Investment Strategies We prioritize understanding the businesses and assets within your portfolio, selecting investments that align with your goals and values. By focusing on transparency and sound decision-making, we help simplify complexity and support long-term growth.
- Family Education and Collaboration We help families align on shared values through mission statements, financial education, and open communication. Family meetings include facilitated discussions and visual financial overviews to encourage collaboration and understanding.
- Philanthropic Guidance We support families in aligning giving strategies with their values through donor-advised funds, private foundations, or charitable trusts. For complex goals, we provide guidance on grant administration and tax-efficient gifting.
- Comprehensive Financial Coordination As a multi-family office, we integrate tax planning, investments, and estate strategies while collaborating with attorneys, CPAs, and other professionals. Services include bill pay, cash-flow tracking, and consolidated reporting for a clear view of family wealth.
Building Clarity, Purpose, and Connection
At Solidarity Wealth, we align wealth strategies with family values to balance today’s needs with future opportunities. Contact us at info@solidaritywealth.com or 385-374-1665 to schedule a discovery call.
*Neither Pershing nor Addepar are affiliated entities of Solidarity Wealth