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Family Wealth Special Needs Solutions

Almost every family has at least one member -- child, grandchild, nephew, niece, parent, grandparent -- who will always need help managing personal care and or finances.  Most of these conditions do not decrease life expectancy. 

That is why we have established the Family Wealth Special Needs Solutions.  We help you plan and answer questions that many families are asking:

  • Who will care for my loved one when I am gone?

  • Who will be my loved one's advocate?

  • Where will my loved one live?

  • How much independence can be mainained?

  • Will money last for my loved one's lifetime?

We help you put together the special needs planning team.  Your team must work together during the design, implementation, and administration phases.  By working together, your team can ensure that your loved one receives the level of care needed and desired by the family.

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