Multi-generational wealth is a legacy that requires diligent stewardship and the ultimate in trust. That includes tax planning but also planning for the unexpected.

And for successful business owners and investors who dream of creating legacy wealth or contributing to significant improvements in society, start your planning now.

Walter Shuffain’s wealth management team can quarterback your strategy and point you in the right direction. We are advisors, high-net-worth tax strategists and also trustees and executors for many of our long-time clients. Referrals to clients’ family and friends make up the foundation of our practice after many decades of helping clients transform business wealth into family wealth.

Wealth management services are just one part of Walter Shuffain’s comprehensive private client services. We can assist with your daily financial needs and your long-term planning needs. Because it is so personalized to you and your family, we organize our offerings across several teams who focus specifically on private client serices consulting, wealth management, estate planning and fiduciary matters. You gain a coordinated and consistent team inside one firm with access to advisors and resources around the world.