Jamison Family Wealth Management
Like Me 3 Refer Me 1

Related Treatment Videos

What does Family Wealth Management encompass?
House-holding of multi-generational assets
  • Comprehensive financial planning (which encompasses your top 3 goals)
  • Reducing taxes
  • Family income splitting
  • Retirement planning
  • Risk management
  • Vacation home planning
  • Protecting assets
  • Teaching your children financial responsibility
  • Education
  • Effective use of surplus assets
  • Business succession planning
  • Charitable giving
  • Will and Estate planning
  • 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?

     Baby Boomers
    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
    • Liquidity
    • 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.

    QA Chat