Family Wealth Planning

About Family Wealth Planning

At Family Wealth Planning, we are focused in developing meaningful relationships with our clients by providing personalized wealth management solutions, service that exceeds expectations, and financial peace of mind. We focus on bringing families, business owners, and executives the highest attention to detail and premier service. Our success stems from early recognition of the need to provide a comprehensive, coordinated range of financial advisiory services delivered in a strategically focused manner We find that most professionals have done some planning and have people in place, but have done what we like to call “Piece-meal planning.” This is done by implementing chunks of planning over a number of years over a series of relationships. This causes tax inefficiencies and red flags that we can usually help draw a blue-print for over a short phone call or brief meeting. In addition, Family Wealth Planning is affiliated with one of the Largest Independent Financial Planning and Wealth Management Firms in the U.S., Summit Financial Resources, Inc, a privately owned firm that has an in-house team of dedicated experts (CPA's, Estate Tax Attorneys, Benefit Consultants, and CFA's). They provide us with intellectual capital in order to provide the best comprehensive financial solutions for our client Featured in NJ Monthly Magazine and Suit Magazine in 2012 & 2013 We currently work with with various financial institutions such as: Axonic Capital American Express Bank of America Barclays Capital BBVA CBS Credit Agricole Deutsche Bank Lazard Mizuho RBC Capital Markets Societe Generale TD Securities UBS

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