WEALTH TRANSFER AND CHARITABLE GIVING
Leaving a legacy to children and grandchildren or a particular institution or charity is important to many of our clients. We can show you how you may be able to support the organizations and institutions you value most, while receiving monthly income for life and creating a family tradition of giving.
Wortham Price Partners can assist you with estate planning and philanthropic giving and will work closely with you, your family members, and your other professional advisors as needed to make tax-intelligent decisions. In addition, our group works closely with a network of experienced estate attorneys and CPAs who are dedicated to providing meaningful support in the critical area of wealth preservation.
We recognize that for clients with substantial net worth, it is important to have a coordinated approach to total wealth management needs—including legal structure, investment management, and tax-intelligent solutions. Unlike some wealth management providers, Wortham Price Partners does not require that all of these services be provided under one roof. Recognizing that some of our clients build lasting relationships with attorneys and CPAs, we welcome the opportunity to provide shared family-office services with your existing team of professional advisors.
Working in a partnership with estate attorneys, and in some cases trust companies, we can help you address unique family situations. These would include, but are not limited to: providing care for an elderly parent or special needs child; succession or liquidation plans for business owners; or establishing a trust that directs your assets if you become incapacitated.
By taking steps to review your will and estate documents with your professional advisors, you can protect your heirs from substantial delays, fees and taxes.