Top Financial Advisors for Family Wealth Transfer
Strategic wealth transfer services that preserve family assets and values across generations. Our directory connects you with advisors who develop comprehensive plans for efficient wealth transition while maintaining family harmony.
Works with clients across the US
9 Client Reviews
Personalized investment management, tax planning, insurance, and estate strategy - all in one place.
$3,000-$30,000Flat Fee
Works with clients across the US
8 Client Reviews
AllStreet Wealth is a financial planning firm for 7 figure business owners and executives. We have a licensed financial advisor and tax professional on the team who work together on every client. We have flat fees and AUM models for those that also want their assets managed, but there is no requirement for that. We know planning, specifically income, capital gains, and estate tax planning, is the biggest value add.
$12,000-$25,000One-Time Planning Fee
Works with clients across the US
1 Client Reviews
Austin Wealth Management is an SEC-regulated fiduciary and independent RIA, offering fee-based financial guidance starting with holistic planning that includes cash flow management, retirement planning, tax mitigation, estate planning, business exit, and investment strategies.
$3,000-$10,000One-Time Planning Fee
Works with clients across the US
1 Client Reviews
Bringing JOY to Your Money Journey™
$2,500-$50,000Flat Fee
Works with clients across the US
CAPTRUST is a leading independent investment research and advisory firm providing comprehensive wealth management services to individuals and institutions.
$0-$250,000Flat Fee
Works with clients across the US
We specialize in helping high-net-worth families build a customized Firm Foundation Wealth Strategy™
0.50%-1.00%of AUM fee
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Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
