Family Wealth Management

Talking about wealth and preparing children for a substantial inheritance can be difficult to many families.

Wealthy families are becoming increasingly aware of the importance of working with a trusted professional to help answer questions, facilitate family communication, hold family meetings and recommend philanthropic projects. 

We also help your family by providing financial education for all family members. This may be simply building general financial skills to assisting with business transition strategies.

Request a free book,  "Wealth in Families" by Charles W. Collier

Email Mary to schedule a personal, confidential meeting.

The views expressed by Mr. Collier are his own and do not necessarily reflect the opinion of Wells Fargo Advisors or its affiliates.