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Trusts and Estates


We understand the Estate & Family Wealth Planning topics that can cause you concern and have extensive experience in addressing the emotional issues of wealth management. Wealth affords our clients many opportunities, however it can also create enormous challenges. The more wealth your family accumulates, the more you need a strategic approach to address the many challenges you face regarding managing your wealth. Many families, just like yours, turn to Prestige Wealth Management Group for sophisticated Estate & Family Wealth Planning solutions that help meet the complex needs of your individual situation.

Our personalized Estate & Family Wealth Planning six-step process helps to ensure your life goals are met:

  • We discuss your estate planning goals
  • We review your beneficiary designations and asset titling
  • We provide recommendations to help reduce your estate tax liability
  • We assist you in identifying the appropriate estate planning and trust solutions that are best for you**
  • We assist you with the necessary financial steps to take upon the death of a loved one
  • We implement and execute your customized gifting strategies

* Based on the information you provide to us

**Trust services provided through strategic business relationship with a qualified estate planning attorney