Wealth Architecture

WEALTH PLANNING

By thinking holistically about all aspects of your wealth, we develop customized strategies to help pursue your unique goals. Wealth Planning can help you address issues including:

  • The cash flow required to help meet your lifestyle
  • The investments needed to help meet long-range objectives
  • The most effective way to pursue estate planning goals
  • The tax implications of the many aspects of managing and transferring your wealth

TRUSTS AND ESTATES

Shaping Your Legacy and Transferring Your Wealth

 Our team can work with you to build a sound estate strategy that may help you:

  • Control the transfer of wealth to those you care about
  • Fulfill important philanthropic commitments
  • Reduce estate taxes
  • Protect assets from creditors and other third parties

PHILANTHROPY

Making Your Charitable Giving More Effective and Fulfilling

We offer you personal support and an array of tools to help you and your family assess your charitable goals, values and interests. Your philanthropic specialist can then help you understand a range of important considerations, including how to:

  • Design a philanthropic strategy to help you fulfill your values-based commitments
  • ​Implement your plan at your pace
  • Monitor the impact of your efforts

To learn more on how we can assist Contact us. 

Representatives of Royal Alliance Associates, Inc., or Paradigm Wealth do not provide tax and/or legal advice.  Please consult your tax advisor or attorney for such guidance.