The Wealth Planning Network

The Wealth Planning Network was created for the purpose of providing a resource for a collaborative wealth planning process that its professional members use to assist their clients in making informed financial decisions.  The members consist of practitioners from independent and complementary tax, legal, financial advisor, custodial, trust and risk management services companies.   These members are committed to working together for the clients best interests resulting in saving their mutual clients time, money and taxes. 

Areas of expertise and services include:

The members of the Wealth Planning Network have been selected based on their competency, professionalism, high standard of quality service, access to industry-leading solutions, and a willingness to collaborate on behalf of their clients. Most importantly, the Wealth Planning Network serves as a compliment, not a replacement, to the trusted advisors of our clients’ existing trusted relationships. Ultimately, our Network gives clients the peace of mind knowing that a team of highly experienced professionals is working on their behalf to manage, preserve and distribute their wealth. 

Family Office Services

The Wealth Planning Network also offers Family Office Services for the comprehensive needs of the ultra-affluent who have found the need for extensive and comprehensive independent advice and wants flexibility and choices.  So, whether your wealth has accumulated over the last few years or over generations it requires and demands constant attention. The ability to virtually create your own family office services team and not have to accept the "take one - take all" services of the large banking, trust and Wall Street Companies that dominate the landscape is what makes our services unique.  The Professional Team Members of the Family Office Services Group are experts and experienced in addressing the complex and demanding needs of their ultra affluent clients.