Wealth Management Services customized and delivered for your
peace of mind
Control your financial assets, legacy planning, & philanthropy with
one team to help coordinate your activities and affairs
Our team can help you review your financial assets, legacy planning, and philanthropy. We can also help you coordinate your affairs so you have confidence that your plan is meeting your objectives.
Is your long term planning for financial assets & philanthropy set up to meet your goals and align with your objectives?
Are your assets spread out over multiple accounts without a central location to view your financial and non-financial assets in one place?
Do you have an organized way to review your holdings and asset structure on a routine basis?
At ABS Legacy Partners, we provide a central and comprehensive financial view so that you can quickly and accurately review your financial picture and incorporate your financial goals with your legacy planning and charitable endeavors.
Central
Monitoring
Bring all your financial,
charitable, and legacy buckets
into one comprehensive view.
Documented
Planning
Enjoy active help in
coordinating your planning
while recording your legacy
and philanthropic goals.
Regular
Financial Review
Take the proactive step to
annually review your business
and investment activity with
the assistance from our team.
Multiple
Platform Options
Utilize one or all of our tools for asset monitoring, performance review, family/advisor secure communications, or bill pay/accounts receivable.
Our Clients
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Individuals
-
Families
-
Family Trusts
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Family Investment Partnerships
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Charitable Foundations
-
Donor Advised Funds
We work with clients in
the following areas
Asset
Tracking &
Reporting
Advisor Communications
Fiduciary
Support
Monitoring and Implementation of Estate Planning
Tax Filing
Assistance
Bill Pay
Services
Review of
Financial
Holdings
Philanthropy Management
Annual Meetings
with Standard Reporting Format
Charitable Gift Support and Due Diligence
We don’t want to point fingers at your trusted advisors or point out that your
current planning is inadequate. We want to help you enjoy the process of building
your legacy while ensuring that your planning meets your goals and long-term
objectives.
How Does The Process Work?
Decide what is
important to you
We work with you to identify and record what is important to you.
Document your financial and non-financial assets
We bring all your financial, legacy, and philanthropy structures onto a central platform.
Communicate effectively with your legal, tax, and investment advisors
We provide you with information you can share with your legal, tax, and investment advisors to ensure you are getting the best plans and structures for your assets.
Review your assets and legacy planning at regular intervals
We set up regular meetings for you to review your goals, documents, and planning so you can feel secure in your long-term future.
We help you communicate clearly and transparently with your legal, tax, and investment advisors so that you can get the best guidance from your team of counselors. We help you arrange for proactive interactions with your advisory team and we can assist you with the management of the activities and structures you set up through your advisors. We give you peace of mind that you are taking the initiative and creating and environment where you can trust the advice you receive and trust the team that is delivering that advice.