Private Wealth Services

Next Generation Wealth Planning and Education


Being an heir to extraordinary wealth brings unique challenges that don’t often come with a roadmap. To prepare the next generation of your family to navigate their role responsibly, we provide education that is tailored to each family’s needs, comfort level, and financial sophistication.

While there have long been established and formal paths to becoming an executive or a professional, rigorous teachings on how to deal with extraordinary wealth are basically nonexistent.

PREPARING HEIRS TO ASSUME THE RESPONSIBILITIES OF WEALTH

Trust Estate Planning infographic
Waldron’s facilitated communication services and education about family finances can preserve not only wealth, but relationships.

Heirs Education

From basic tenets of financial literacy to establishing a thorough understanding of how a family office functions, Waldron has a formal set of instruction for those set to inherit significant wealth or about to take control of a trust.

Succession Planning

Roles and responsibilities within a family are critical, and should be understood long before they take effect.

Intra-family Loan Structuring and Tracking

We’ll advise on strategy and structuring, and verify that implementation of this alternative to direct gifting complies with all state and federal regulations.

Family Meetings

We have extensive experience in facilitating family meetings in a way that allows each voice to be heard, all within the context of established family values. Such regular, ongoing discussions can avoid serious disruptions in wealth management, especially during times of transition.

Philanthropic Planning

To verify that your wishes to support causes important to you are enacted and not just stated, appropriate controls need to be in place.


Ready to Simplify Your Wealth?

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.

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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