Wealthy families tend to have many of the pieces and players in place but lack centralized management that maintains a view of their entire financial life. At Solaris, our team works to solve that.
Start a Conversation
Our Primary Objective.
Evaluate
We examine your team from tax, legal, protection, investment, and communication perspectives to identify potential threats to family wealth and uncover opportunities, sourcing new relationships where necessary.
Implement
Your family’s vision requires specific investment and protection strategies. We work with your tax and legal teams to install new structures and leverage capital creatively to accomplish objectives with greater ease.
Manage & Protect
We steward the wealth process proactively, reacting to changes in the markets and your family’s lives. Capitalizing on opportunities and protecting your wealth as it grows reduces anxiety around decision making.
Shared Decision Making
Centralized, collaborative leadership to support your family.
Life Event Planning
Intelligent planning solutions for every phase of your life, including the birth and education of children, changes in health, the passing of family members, job changes, relocations, the purchase of new assets, and retirement.
Estate & Legacy
Coordination of your support of the people and causes you care about, both now and at your passing, via charitable giving strategies and gifting within the family. We also advise on the preservation of wealth from tax erosion.
Business & Succession
Support for enhancing the value of your business and integrating the business into a family wealth plan, whether you will sell to a third party or transfer to insiders. We can also design executive benefits to retain valuable employees.
Investments
Organization of your family’s balance sheet and transfer of assets across generations, working with existing investment managers or directly managing assets. We provide access to trust services and lending solutions and advise on new opportunities.
Protection
Audit of your assets’ exposure to creditors, including trusts, insurance programs, and legal documents. We design insurance solutions for life, disability, and long term care and provide access to a network for navigating healthcare.
Ready to Reach Your Financial Goals?
When you are, we’re here to help. Contact our team to schedule a consultation.