Working Together

FAMILY FIRST


We help individuals and families coordinate all aspects of their complex financial lives so that they can focus on the things that are most important to them. Learn how we can help you feel confident in your financial future.

What It Looks Like

goal

Provide for our lifestyle of approximately $3 million per year for the rest of our lives such that we do not have to worry about market fluctuations

completed

Performed John and Jane’s year end trust distribution analysis to save approximately $25,000 per year

completed

Planned to maintain a lifestyle security ratio below 2%

completed

Renegotiated line of credit to save appr. $50,000 per year

Still To Do

Ongoing review of lifestyle portfolio allocation and analysis

goal

Provide assets to our children, and to a lesser extent our grandchildren, during our lives in a tax favorable manner

completed

Moved approximately $11 million outside taxable estate with GRAT

completed

Ongoing assessment of legacy to heirs

completed

Ongoing financial education sessions with children

completed

Recommended and implemented real estate trust for children

Still To Do

Evaluate business holdings and illiquid investments for opportunity to transfer at reduced valuation

goal

Maximize assets that will pass to our children, provide additional support to our grandchildren

completed

Moved appreciation on $11 million of assets outside taxable estate

completed

Ongoing assessment of legacy to heirs

completed

Restructured life insurance portfolio to achieve higher benefit with reduced premium

Still To Do

Evaluate business holdings and illiquid investments for opportunity to transfer at reduced valuation

goal

Develop a family foundation and involve our children and grandchildren in its mission

completed

Created a $5 million foundation with a net after-tax contribution of $2 million

completed

Created Foundation Board of Directors and process for family management

Still To Do

Establish Charitable Trust to provide lifetime income for John and Jane and eventually fund Foundation

Why Family First

We understand the unique challenges and complexities that come with managing wealth. Our decades of experience as the trusted advisor for high- and ultra-high-net-worth families gives us a perspective other firms cannot match.

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PERSONALIZED TEAM

We build a dedicated, experienced team around every client with the specialized skillsets needed to meet their unique financial objectives.

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PERSONALIZED STRATEGY

Your team will craft a strategy that is fully coordinated across every aspect of your financial life, one that’s truly fitted to your goals, not a prepackaged portfolio solution.

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COMPREHENSIVE SERVICES

Our uniquely integrated wealth planning and lifestyle services means you can count on us as your single trusted partner to plan your financial future.

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RELATIONSHIPS THAT LAST

When you choose Waldron, you can expect more than expertise. You can expect to be treated like family. We seek to build relationships that last lifetimes and generations.

FAMILY OFFICES

Whether consulting on governance and compliance, easing administrative burdens, providing next generation wealth planning and education services or redefining your office’s mission and values, we stand ready to provide support.

  • Establishing a Family Office
  • Augmenting an Existing Family Office
  • Transitioning to the Next Generation
FAMILY OFFICE SUPPORT

Business Forward

Is your business growing more into your financial life? Business owners have unique challenges and their personal wealth is often interconnected with their enterprise. See how we help entrepreneurs focus on what matters most.

  • Family Enterprise Services
  • Executive Compensation & Benefits
  • Business Owner Advisory Services
  • Trust Services
Learn More

Simplify Your Wealth

We believe the most successful wealth strategies are achieved through the collaboration of a team of individuals. Learn how our integrated, coordinated approach can simplify your wealth.

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