Multi-Generational Wealth

Spectrum has vast experience working with ultra high net worth families to preserve, protect, and transfer their wealth. We believe your legacy plan is more than your wealth. It's about your values, your hopes, and your dreams. We provide high-touch service to intergenerational families to effectively manage and transfer wealth.  

Client Centered

You want your wealth to enrich the people and purposes most important to you, and we believe that the right advice is critical in doing so. Our Family Office and Trust service is tailored to the specific needs of families with significant wealth or complex needs. We help you accomplish the following:

  • Protect and Sustain Family Wealth 
  • Minimize Estate and Wealth Transfer Taxes
  • Develop a Philanthropic Strategy


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