Wealth, and managing it, are complex endeavors.
Successful families often want to enhance their wealth and preserve a legacy that will last for generations to come. Yet, estate planning generally comes last in the high-net-worth family service cycle, preventing families from realizing the benefits of intentional, holistic planning.
At the same time, Family Offices and Registered Investment Advisors (RIAs) who work with such families face regulatory burdens that hinder their efforts to advise families in these areas.
We can help.
We work directly with Families having taxable estates to craft comprehensive estate plans.
For RIAs who choose to outsource estate planning and insurance solutions, Stavis Wealth serves as a business-to-business resource.
As an RIA ourselves, we perform all these services with a fiduciary commitment.
Company Details
Stavis Wealth Questions
Stavis Wealth's website is http://www.wealthtransfersolutions.com
Stavis Wealth's LinkedIn profile is https://www.linkedin.com/company/stavis-wealth-transfer-solutions
Stavis Wealth has
5 employees.
View email and phone details for 5
employees at Stavis Wealth.
Stavis Wealth's industry is
Insurance
Stavis Wealth's top competitors are
Lonestar Charging Solutions,
Tolunay Private Wealth,
Corient,
Stavisfilm,
Post Oak Private Wealth Advisors,
Hotaling Insurance Services,
The Mather Group, Llc,
Rohe Levy Financial And Insurance Services, Inc.,
First Financial Resources,
Tanglewood Total Wealth Management.
Stavis Wealth's categories are Insurance
Stavis Wealth's founding year is 2023
