At a specific level of wealth, the challenges that confront high net worth families evolve beyond simply risk and return. Issues such as income and estate taxes, philanthropic impact, and wealth transfer begin to play more of a prominent role. In many situations, failing to navigate these issues effectively can severely impact a family’s dynamics over multiple generations.

At Elkhorn Creek Financial, we understand the unique issues that generational wealth creates. We bring a robust set of solutions to serve high net worth families that include:

• Estate tax planning

• Annual gifting techniques

• Credit protection strategies

• Beneficiary planning

• Wealth transfer strategies

• Foundation, philanthropic, and charitable giving

• Coordination and education of multiple generations

• Special needs trust services

• Cash management

• Trust administration

• Education planning

• Executor/Executrix services

Corporate Trustee Partners:

• Wells Fargo Bank Trust Services

• Comerica

• Arden Trust

To learn more about trust and estate services, contact us.

This information is made available with the understanding that Wells Fargo Advisors Financial Network and its affiliates are not engaged in rendering legal, accounting or tax advice.