Our clients and their families are more interconnected now than ever – that’s why it’s important to consider multiple generations as we develop your overall wealth management plan.  As you continue to grow your personal wealth, we can help you ensure your family’s wealth, legacy, and estate planning needs are properly addressed for the future.

We can work closely with your legal and tax advisors to develop tailored strategies designed to help you address:

• Preserving the value of your estate
• Maximizing what you transfer to your beneficiaries
• Minimizing the transfer taxes you must pay, including federal and estate taxes
• Managing assets for your spouse, children, or grandchildren
• Establishing a will in order to plan for specific bequests to children or charities
• Setting up a trust and identifying a trustee

Stifel does not provide legal or tax advice.  You should consult with your legal and tax advisors regarding your particular situation.