Wealth Management For Successful Families

Protecting and Enhancing Your Wealth

At Wisehaupt Bray, we understand that managing substantial wealth requires more than conventional financial planning. Our team of seasoned advisors offer advanced solutions that align with your family’s values and long-term goals. From tax-efficient investment strategies to comprehensive estate planning, we help you preserve your wealth across generations.

One of the challenges faced by wealthy families is preparing the next generation to assume responsibility for financial matters. We offer ongoing financial education and family governance services designed to help maintain harmony. These services focus on creating structured frameworks and processes to foster strong family relationships, provide a mechanism for resolving conflicts, and help ensure that your family’s interests and legacies are effectively managed.

We help families with:

  • FINANCIAL PLANNING

  • ESTATE PLANNING

  • TRUST SERVICES

  • TAX PLANNING

  • FINANCIAL GOVERNANCE

  • INVESTMENT MANAGEMENT

  • ALTERNATIVE INVESTMENTS

  • PHILANTHROPIC GIVING

  • PRIVATE FAMILY FOUNDATIONS

  • TAX-EFFICIENT WEALTH TRANSFER

Learn More

Learn more about our financial planning and investment services.

Align Your Wealth with Your Values

Experience financial guidance rooted in principles that align with your beliefs and goals. Connect with us to explore how we can support your objectives and help you make a meaningful impact.

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