High Net Worth Families

Most financial advisors provide wealth management and financial planning to a wide range of clients, but only a handful of advisors exclusively serve high net worth individuals and families. This is because high net worth clients have specialized needs and goals. Whether it is tax or estate planning, establishing a legacy, or creating a “rainy day fund,” our tax and legal background enable us to uniquely serve our clients. At Taylor Financial Group, we intentionally limit our focus to high net worth clients so that we can provide our clients with the appropriate attention and highest level of service possible.

Planning for High Net Worth Individuals & Families

In order to provide the most comprehensive advice and service to our clients, we work hard to match our clients’ assets with investment strategies that might best meet their needs and help them accomplish their goals. More than that, we learn about our clients’ families – spouses, parents, children and grandchildren – so that we can help guide their wealth and their wishes across generations. Our experience has revealed that building relationships with the entire family and managing wealth across generations can pave the way for the most comprehensive planning.

Different clients want different services, depending on what is happening in their lives at any given time. That’s why we offer an extensive menu of services to our high net worth clients, which you can view by clicking here. We are deeply committed to every single client and purposely serve less than 100 families, so that we can maintain a personal relationship with each and every one of them. No matter how simple or complex your needs, we are prepared to help you plan for your future.

Risk Management

With targets in place, we are able to create a risk management strategy.  Effective risk management often involves a sound insurance strategy, including personal insurance, long term care insurance, liability insurance, and life insurance. Learn more

Estate Planning

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. We help you spell out your healthcare wishes and ensure that they’re carried out, as well as designate someone to manage your financial affairs should you be unable to do so. Learn more

Tax Planning

Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. We help you to manage the impact of taxes on your financial efforts through careful and consistent preparation. Learn more