Clarity From Complexity
TPB Wealth Advisors have a deep understanding of the complexities faced by ultra-wealthy, multi-generational families. Our team has in-depth experience working with these types of families to accomplish their goals.
We are dedicated to serving as stewards of multigenerational legacies and we are sensitive to these familial dynamics. We offer family meeting coordination and facilitation, business and management succession planning, and minimization of intergenerational conflict.
Wealth Transfer Planning
When it comes to wealth transfer planning, we are here to guide you and provide peace of mind that your assets will be distributed in a way that is most comfortable for your family. We offer advice on trust formation and planning strategies; we review, illustrate and analyze existing estate plans, and we review estate, gift, and generational skipping planning.
Philanthropy is most impactful with strategic planning. We can help with philanthropic mission statement and gifting guideline governance, charitable tax planning and Foundation oversight, and recipient selection process and oversight to ensure that your legacy of giving is set up for a future of impact.
Family Business Management
To support the ease of family business management, we offer streamlining of business activity and affairs; strategy, coordination, and management of various financing needs and security procurement and management.
We offer administrative support services for family trusts, such as bill payment and bookkeeping, consolidated reporting of financial positions and performance, and trust administration support.
A Rich Array Of Custom Solutions
One size does not fit all. Your unique situation and goals guide every move we make on your behalf, so there are no “one-size-fits-all” plans or services