Family Wealth Planning

Family Wealth Planning & Management | Personal Financial Group

Your legacy is more than giving your money away. It is about having your shared family values live on and your life’s mission carry forward after you pass. When family members define and communicate shared family values, our clients forge stronger family relationships with one another. 

Trustee Services

We work to guide you as you explore using your accumulated wealth to further your values and make an impact on the people you cherish in your life. Our team will conduct:

  • Analysis of your current estate plan and concerns
  • Free consultation with your attorney
  • Assistance in transferring assets to your Living Trust or other trusts
  • Providing guidance with the appropriate and necessary steps in the event of the death of a loved one

Client Services & Communications

Expect to hear from us. We like to say we are your coach and you are on our team. To that end, we want to make sure you are in the loop and aware of how the season is going -- no matter what time of year it is.

  • Weekly Newsletter to keep you apprised of the most current planning options
  • Periodic Reviews
  • Special reports on how to manage your taxes and other important topics
  • Special Events, including client appreciation events (where you may bring up to 2 guests)


Personal Financial Group and LPL Financial do not provide tax or legal services. We suggest speaking with a tax or legal advisor about your specific situation.

Trustee Services  Work With Us.