BEYOND WEALTH
Empowering Individuals and Businesses to Achieve Worry-Free Wealth
and Build a Legacy for Generations
Who We Work With
Beyond Wealth serves clients whose wealth requires bespoke advice and planning, enabling them to attain the future they desire while living a full, impactful life today.
Affluent Families
You want to protect and maximize your wealth for the life you love, for your family’s needs over time, and for an enduring legacy reflecting your values and vision.
Successful Businesses
You want to optimize your business to grow and thrive, and prepare for your transition to a new venture – in the workplace or beyond.
Impact-Driven Investors
You want to realize your vision by maximizing what you can give, now and into the future.
Custom Solutions for Even the Most Complex
Financial Scenarios
Financial engineered solutions to maximize your wealth, avoid pitfalls and stress, and attain your vision and goals.
Financial Planning
- Evaluation of current financial situation
- Define and align your vision and objectives
- Cash flow management
- Tax optimization
- Risk management
Private Wealth Management
- Comprehensive financial planning and asset management
- Values and purpose-driven succession and estate planning
- Sophisticated strategies that mitigate risks and limit taxes
Private Banking Services
- Exclusive services that maximize growth
- Minimize taxable events
- Protect against exposure to internal and external risks
Tax Strategy & Planning
- Legal entity and ownership structuring
- Luxury asset management
- National, state, local, and cross-border regulation compliance
Risk Management
- Monitoring and mitigation of UHNW risks – financials markets, reputation, cybersecurity
- Asset diversification and other wealth protection measures
- Insurance products
- Safety and privacy measures
Insurance Products
- Life, Health, Disability
- Umbrella protection
- Directors and officers insurance
- Comprehensive and liability coverage
- Buy/sell strategies
- Benefits planning including split dollar policies
Exit Planning
- Value driver creation
- Growth strategies and management
- Business valuation
- Exit options and strategies
- Financial due diligence
Pre-Transaction Planning
- Develop and execute risk oversight strategies
- Pre- and post-deal cash flow requirements analyses
- Corporate governance strategies
Family Governance & Education
- Governing bodies values-based analyses and guidance
- Wealth transfer strategies
- Business efficiencies and value protection
- Business continuity and succession planning
- Tools to avoid conflict including transparency, defined roles and responsibilities, education, and oversight
Legacy and Estate Planning
- Asset distribution and protection through legal mechanisms (wills, trusts) and insurance products
- Business continuity planning
- Gift and estate tax minimization
- Leverage tax benefits of philanthropic giving
- Digital legacy planning
- Family heritage preservation
Philanthropic Planning
- Defining values and vision
- Charitable giving strategies education
- Financial plan analysis considering tax implications and desired impact
- Tax and risk management
- Philanthropic tools analysis: private foundations, DAFs, charitable trusts
Let’s Connect
Email Address
hello@moneydifferently.com
Phone Number
817-442-6007