Wealth Transfer Planning and Execution

Wealth Transfer Planning and Execution2018-06-14T16:24:28+00:00

You’ve worked hard to ensure the next generation of your family is financially secure, so having a plan in place for passing that wealth along is crucial. Tranquility Partners will help you establish this strategy by:

  • Reviewing and analyzing your existing plan
  • Facilitating discussions about your financial objectives
  • Documenting both your short- and long-term goals
  • Developing and presenting recommendations about the management of your assets
  • Providing financial modeling of current and proposed solutions, and
  • Implementing plan revisions as needed

We will not only assist you with your plans for passing your family’s assets along, but we can also support your heirs by providing financial support and coordination for them as well.

At Tranquility Partners, you are treated as a family – not an account. 

Looking for something else?

Family Office Services
Financial Strategy and Coordination
Financial Data Aggregation and Reporting
Lifestyle Enhancement
Wealth Transfer Planning and Execution

Wealth Management