Wealth Planning

Investment management dedicated
to serving the needs of private clients.

We’ll help you ensure your legacy
let’s get you wherever you’d like to go first.

Wealth planning is about more than retirement or wealth transfer. It is about fully realizing your and your family’s specific goals and vision by marshalling the right strategy, resources and support. It starts with a thorough understanding of your situation and objectives and continues with thoughtful recommendations and close coordination with any other personal advisors. As external influences or personal circumstances change, effective wealth planning is consistently sustained through diligent management, the highest fiduciary standards of service, and proactive counsel.

At AMBRICS, we bring more than two centuries of experience to bear in serving our clients — there are few wealth challenges we haven’t seen, or helped to solve. Equally important, we share our technical knowledge and deep experience with your other advisors, thoughtfully and collaboratively applying our resources to further your goals and ensuring a comprehensive wealth management plan.​

We’ll help you ensure your legacy
let’s get you wherever you’d like to go first.

Wealth planning is about more than retirement or wealth transfer. It is about fully realizing your and your family’s specific goals and vision by marshalling the right strategy, resources and support. 

It starts with a thorough understanding of your situation and  objectives and continues with thoughtful recommendations and close coordination with any other personal advisors. As external influences or personal circumstances change, effective wealth planning is consistently sustained through diligent management, the highest fiduciary standards of service, and proactive counsel.

Groupe de masques 14

At AMBRICS, we bring more than two centuries of experience to bear in serving our clients — there are few wealth challenges we haven’t seen, or helped to solve. Equally important, we share our technical knowledge and deep experience with your other advisors, thoughtfully and collaboratively applying our resources to further your goals and ensuring a comprehensive wealth management plan.​

Fiduciary Services

Planning and communication with
​donors and beneficiaries

Tax planning and preparation

Family trust pooled investments and accounting

Philanthropy

Philanthropic planning and administration

Charitable trusts

Private foundations

Pooled income funds

Family Governance

Family wealth education and seminars

Family insights governance and trust structures

Estate Settlement
& Administration

Estate planning

Tax-efficient wealth transfer

Multigenerational strategies

Insurance strategies

Dynasty and offshore trusts

Business succession and transfer issues

Wealth Protection
& Transfer

Business ownership and closely held assets

Concentrated wealth

Executive compensation

Retirement plans and IRAs

Real estate asset management

 

Estate Settlement
& Administration

Asset valuation and distribution

Real estate services

Succession planning

Tax preparation