Inheritors or managers of family wealth
Inheritors or managers of family wealth
Adams Hansen & Associates serves trust companies and banks as a fiduciary for hundreds of trusts and select clients. We understand the need for care and compliance when managing the wealth of an important group of people. We offer total wealth management to all in our charge, it simply takes on more weight in this environment. Some of the things we would do include: trust review, independent or co-trustee services, administration, insurance policy and funding review, managing the tax effects of multiple trusts and or beneficiaries, charitable planning, developing financial intelligence among beneficiaries, debt structures, and recognizing partial interests.
Want to learn more? Check out Brookâs book, Developing Financial Intelligence. Chapters ten and eleven of this 148 page book will provide helpful vocabulary for opening a multi-generational wealth transfer discussion. In addition, you will find significant education on creating an effective financial plan. You can find this book on Amazon, purchase it by clicking here, or email us at info@adamshansen.com to make arrangements to borrow one of our copies.
We each have a unique situation that presents it’s own challenges and opportunities. Have more questions? Call (952) 224-9085 and set up a free quick phone consultation or email us at info@adamshansen.com.