You’ve worked hard to build your wealth. McInroy & Associates will help keep it working hard for your family for years to come.
Whether it’s helping your children buy a first home, transitioning the family business, or passing on a vacation property, developing a sustainable financial plan to manage family wealth effectively and efficiently requires specialized advice and our team of experts are here to help you.
We also understand that although open family conversations about finances can be difficult, they can also enhance your family’s future financial well-being and relationships. (In some families, conversations about money never take place. As a result, beneficiaries are often unaware of their future financial situation until after a parent’s passing.) Our team can help you have a relaxed and constructive family discussion about shared values and goals that will clarify everyone’s needs and improve family communication.
In a relaxed conversation, we will address topics including:
- Inheritance
- Taking care of loved ones
- Legacy
- Wills and wishes
- Business succession/transition planning
We invite you to speak with us today about creating a customized tax-efficient strategy to transfer your wealth in a way that reflects your wishes. Book an in-person meeting and visit us at our office in Bobcaygeon or schedule a call with one of our financial planners today!