HIGH NET WORTH SERVICES

Financial Life Management for Significant Wealth

Do you have significant liquid assets and a legacy to leave? Our High-Net-Worth Services help you accomplish your goals and intentions. We offer a range of personalized services to help you preserve and enhance your wealth.

We provide proactive planning and coordination for complex, tax-sensitive financial scenarios including:

  • Estate, Education, Philanthropic, and Legacy Planning
  • Risk Management /Insurance Review and Coordination
  • Income and Estate Tax Planning
  • Succession Planning
  • Cash Management and Banking
  • Financial Analysis
  • Investment Consulting, Due Diligence, and Oversight

Is your wealth helping you to live richly?

FAMILY FOUNDATIONS

Looking for an effective way to fulfill charitable intentions and to use values, skills, and creativity to make positive changes within a community? Consider a private family foundation.

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SETTLING A LOVED ONE’S ESTATE

Losing a loved one is difficult for the survivors. Here’s our guide to help you address unavoidable legal and financial matters.

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FAIR BUT NOT EQUAL IN ESTATE PLANNING

Dividing up assets to children in an equitable way is a struggle for many. We can help you through the challenging decisions when different children require different inheritances.

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REASONS TO CONSIDER TRUSTS

Inheritance can only go to family, charity, or the IRS. Trusts can help families transfer wealth efficiently.

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TYPES OF TRUSTS

Trusts allow you to manage your property, control your wealth, and minimize the impact of taxation. With many types of trusts to choose from, we can help you align your goals and motivations with the appropriate trust instrument to help you and your heirs live richly.

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ADVANTAGES OF INSURANCE

At any stage of life, insurance can provide confidence today and security for the future.Our experienced advisors can show you how.

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Schedule an appointment with an advisor.

United Capital provides general tax-planning guidance. United Capital does not provide legal advice or tax-filing services. No United Capital advisors are attorneys. Estate planning can involve a complex web of tax rules and regulations. Please consider the counsel of an experienced legal professional before implementing any strategy.