Family Legacy Planning
Travel & Leisure
HOME OF THE
WEALTH DESIGN PARTNERS BUILDS WEALTH MANAGEMENT PROGRAMS TO PROTECT ASSETS AND EFFICIENTLY CONVERT THEM FOR USE NOW AND FOR FUTURE GENERATIONS.
Having worked with some of the wealthiest families in America, this team has assembled the ideas that create the safest way to build wealth. Knowing the industry and how it operates has enabled Wealth Design Partners to find efficiencies inside of investment and insurance portfolios for hundreds of clients.
For most families, their wealth should extend for generations,
but proper planning is required to avoid the erosion of taxation, inflation, and other outside forces. Many other attorneys and CPAs use Wealth Design Partners to help their clients find
the right FIT within their set of financial assets.