Wealth Management and Family Office
HOW WE HELP YOU:
Our comprehensive approach to managing both wealth and tax allows us to obtain unique insight into your world. By seamlessly integrating wealth management and tax planning strategies, we develop a customized approach that caters to your goals. At Wiss, we prioritize your best interests, upholding a fiduciary responsibility to ensure every decision is made with your financial well-being in mind.
WHO WE WORK WITH:
Business owners, high income earners, and families with generational wealth.
WHAT WE DELIVER:
Our wealth management services go beyond traditional investment advice as we place value on fostering a strong and long-lasting relationship with each of our clients. We use the latest digital tools and prioritize data analysis to provide you with insights and strategies to preserve and grow your wealth effectively. Whether you're planning for retirement, investing for the future, or strategizing for generational wealth transfer, we are here to guide you every step of the way.
SERVICE AT A GLANCE
Investment Management
We develop a comprehensive financial plan through the management of your investment assets. With consideration paid to your tax situation, risk tolerance, and long-term objectives, we craft a holistic strategy aimed at optimizing returns while mitigating tax liabilities. We prioritize your best interests, upholding a fiduciary responsibility to ensure every decision is made with your financial well-being in mind.
Estate Planning
Our Trusts & Estates services include a range of solutions designed to protect your assets. Our team combines technical proficiency with a compassionate touch to simplify the estate planning process. We navigate the complexities of estate tax laws, asset distribution, and guardianship arrangements, empowering you to make informed decisions with confidence.
Financial and Tax Planning
We work to understand your current financial position and future aspirations. Our team of financial planners and tax experts analyze your financial situation to pinpoint opportunities for minimizing tax liabilities while crafting a roadmap for achieving your personal goals.
Family Office Services
We streamline and simplify the complexities associated with wealth management. Our goal is to alleviate your burden by providing real-time visibility into your personal financial situation. Services include bookkeeping, bill payment, and personalized financial management, all tailored to fit your needs.
- Bookkeeping and Cash Management
- Risk Management and Insurance Advisory
- Family Governance and Education
- Operational Systems Support and Advisory
- Hiring, Training, and Onboarding Staff
Private Foundations and Charitable Planning
Philanthropy and estate planning are essential to you; therefore, they are essential to us
We take on all the administrative aspects involved with managing a private foundation. Whether starting or managing a private foundation, contributing to a donor-advised fund, or planning your charitable giving, we will guide you through effective tax strategies and philanthropic planning. Our proactive guidance helps you navigate complex reporting requirements, avoid risks like self-dealing, and stay on track to achieve your long-term philanthropic mission.
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