Our Specialty  

Creation, Preservation and Transfer of Wealth

Family Wealth Creation
We develop and implement strategies to assist families with the creation of wealth. This can include coordinating investment programs, retirement plans and employer provided benefits to maximize their effectiveness.

Family Wealth Preservation
We provide creative solutions designed to protect and preserve wealth by minimizing the impact of losses due to income taxes, prolonged illnesses and premature death. These solutions may include risk management and income tax planning strategies.

Family Wealth Transfer
The last step in our process is to develop a comprehensive plan to transfer wealth in the manner desired, as efficiently as possible. This plan will address items such as estate tax reduction, effective gifting, and may include business succession planning.

To schedule an appointment, please call (314) 480.1393 or e-mail info@summit-advisory.com.