Financial Events & Goals

There may be specific financial events and goals that you need to hit at particular points in the future. It’s important to consider short, medium and long-term steps for how best to meet them.

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Gifting Investments/Capital to Future Generations

Transferring wealth to future generations is a rewarding but complex endeavor. By planning strategically, you can maximize your investments and minimize taxes on gifts transferred.

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Large Asset Purchase

Take some time to plan a large purchase so you can research and prepare for ongoing carrying costs, and determine how best to optimize the transaction.

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Receiving an Inheritance

When you are ready, put a plan in place for your inheritance that empowers you to spend intentionally and invest wisely.

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Purchasing a Primary Residence

Take the necessary steps to prepare your finances for homeownership before making one of the biggest financial commitments of your life.

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Receiving & Managing Equity Compensation

Equity grants can be a lucrative part of your compensation package. However, decisions you make around them can have significant tax and financial implications.

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Participating in Sale/IPO of Company Stock

Holding equity in company that has a successful exit can be highly lucrative. However, your decisions around your equity can have a significant financial impact.

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