Helping Families Like Yours
If you have received a lump sum inheritance, stock options, proceeds from a business buyout or other fortunate event, one thing is certain: the way you manage your money over the long term will have a huge impact on your life, your family, and hopefully future generations.
Our approach to wealth management is designed for successful families like yours. Foster & Wood can help you make smart decisions that give your family the freedom to:
• Enjoy your wealth today
• Grow it for the future
• Pass it on to future generations.
A Difference That Is Real
This probably doesn’t sound very different from other wealth managers. In fact, over the short term, all investment advice can seem similar. But over the long term (20+ years), differences in the quality of advice you receive now can translate into millions of dollars.
This is where Foster & Wood can make a real difference for families like yours. Our firm is focused on preserving and growing family wealth through a combination of effective investment strategies, a strategic approach to wealth management and a healthy dose of experience. Foster & Wood can truly make a difference for your family in the areas of:
- Preserving wealth
- Mitigating income taxes
- Wealth transfer strategies for heirs
- Protect wealth from being diminished through litigation
- Develop strategies for charitable giving.