For many of our clients, their responsibility for wealth arrives suddenly, through inheritance, legal windfalls, or the sudden sale of a business. Sometimes, it’s merely the transition of control of finances from one family member to another. Regardless of means, such circumstances also incur a host of complex facets that require thoughtful care and attention from investment experts who also understand how to relate each maneuver with the client. At Slaughter Associates, we collaborate with you to provide:
- Wealth management consulting
- Financial planning education — understanding the difference between investing and true wealth management
- Detailed tax services consulting
- Personal and family budgeting
- Estate planning, including proper and responsible wealth transfer
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