A wealth advisory service for families is not just about financial management and tax issues.  It’s about:

• protecting and enhancing family values
• celebrating and protecting heritage, family relationships and preparing the next generation
• philanthropy and leaving a meaningful legacy
• fulfillment

ConcentrixFamily is dedicated to working in partnership and collaboration with families who recognize the critical importance of intensive planning to accomplish family goals.  We have extensive successful experience helping families like yours translate these goals into action.

No two family plans are alike.  Our unique Concentrix Planning process clearly identifies the goals most intimately important to your family so we can mobilize the precise tools to ensure the future for your family and the legacy that you envision.

Just a sampling of the tools available include:

• Family Foundation
• Family Limited Partnership
• Life Estate Agreements
• Qualified Personal Residence Trust
• Deferred Inheritance Trust
• Asset Protection Strategies
• Land Trust – Conservancy
• Gifting Strategies
• Charitable Leverage
• Life Insurance Trusts
• Qualified Education Plans
• Family Values Trust
• Dynasty Trust
• Professional Coaching

ConcentrixFamily specializes in working with families in a sensitive, client-centered environment where the focus is continually on family objectives.  Families, and the individual objectives of family members, are not always in sync.  That’s why it is so critical to work with the Concentrix team.  We know how to help you navigate through sometimes turbulent seas to achieve a cohesive family plan embraced and supported by the entire family.

For a no-obligation discussion of your needs, call 610-213-4201, e-mail us or simply complete our brief Contact Form.