Wealth Management


530 Lytton Ave 2nd Floor,
Palo Alto, CA 94301

Transferring Wealth

Achieving significant wealth rewards you with the ability to provide for future generations and support the causes that are most important to you. But frequently changing tax laws and evolving family dynamics can present significant challenges to wealth transfer planning.

As you shift your focus from acquiring to transferring wealth, chances are you’ll grapple with questions including:

  • How do I balance the need to provide for future generations with my desire for philanthropy?
  • What is the best way to structure my estate plan to address these challenges in a tax-efficient manner?
  • Do my beneficiaries have sufficient financial knowledge to manage their future wealth?
  • As a business owner, how can I ensure a smooth transition to family members or a business partner?

A Private Wealth Management advisor will work with you and your legal and tax advisors to address these concerns and endeavor to create a tax-efficient wealth transfer plan. In fact, PALOALTO can assist you in all aspects of establishing personal and charitable trusts, estate administration and settlement, and the wealth education of your heirs and beneficiaries.

PALOALTO has helped families like yours with wealth transfer planning.