FAMILY
GOVERNANCE
The intellectual, human and social capacities of family members are a family’s core assets.Family governance recognizes where these qualities reside in the family and defines roles and responsibilities through a process that fosters communication and trust.
Wealth Curators can provide counsel in drafting a governance plan or reviewing existing plans.
ESTATE PLANNING
Estate planning strategies are primarily legal strategies designed to mitigate taxes, enhance wealth and protect against the dissipation of assets. Wealth Curators can assist your legal team with the technical points of your wealth building instruments and your governance structures.
TRUSTS
A family trust is a powerful tool in estate planning as it may not only reduce tax liability but determines who ultimately shares in family wealth and when. Wealth Curators can help you anticipate your wealth transfer wishes and work with your notary or tax lawyer to execute the details of those wishes.
FINANCIAL EDUCATION
Teaching children and other family members the discipline of saving and delayed gratification builds character and self-esteem. Wealth Curators take a flexible approach to financial education and recognizes that each family is unique.
FAMILY MEMBER SPECIAL NEEDS
No family escapes the life challenges that are unforeseen and life altering. Wealth Curators’ extensive community networks, built through community service, can provide assistance beyond the material.