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House-holding of multi-generational assets
What is important to you?
Assets – transferring wealth to the next generation
Balance – how to stop juggling and make it all work
Budgeting - making your money go further
Career – preparing for a new job or a maternity leave
Children – saving for education costs
Community – charitable giving
Disability – caring for a disabled child
Education – learning about investments
Environment – aligning investments with your social values
Insurance - your family is covered, just in case
Retirement – when, where, how?
Savings – to deal with financial emergencies, if they occur
Vacations – planning your dream getaway or buying a cottage
How will you maintain your lifestyle during retirement?
What if your health fails?
How will you transfer wealth to the next generation?
Are you responsible for the well-being of an aging parent?
The following issues may be on your mind:
- Maintaining a sustainable income flow
- Estate planning
- Tax planning
- Worry-free investments
- Gifting (to family or charity)
- Powers of Attorney
- Critical illness
We can help you design the right portfolio to meet your needs.
With patience and a unique blend of boutique-style, customized service, Jamison Family Wealth Management works with you to provide peace of mind.