Shape Plain Capital Strategic Wealth Advisory Group
Asset protection requires long-term vision and careful planning with a comprehensive financial plan.
Safeguarding your assets throughout your lifetime — and for generations to come — requires a long-term vision and careful planning. Creating a comprehensive financial plan that takes into account your current situation and future goals is essential for long-term asset protection.
Our Strategic Wealth Advisory Group offers expert advice to align your financial and estate goals with a cohesive strategy for long-term wealth.
Our Shape Plain Capital Strategic Wealth Advisory Group offers objective insight to help you align your financial and estate goals and implement a cohesive strategy to realize the long-term vision you have for your wealth. The extended team of Shape Plain Capital Strategic Wealth Advisory Group Private Wealth Strategists draws on advanced law or taxation degrees and years of experience working with individuals and families of substantial wealth to provide you with objective insights aimed at aligning financial and legacy strategies with your specific goals. As experts in financial and estate planning, our Strategic Wealth Advisory Group offers objective insights to help you align your goals and implement a cohesive strategy for future success.
Expert Financial Analysis and Evaluation with Your Private Wealth Advisor.
They will work with you and your Private Wealth Advisor to analyze and evaluate your unique situation to help minimize transfer taxes and manage financial risk and privacy concerns, as well as develop a customized strategy to address questions, such as: They will help you navigate complex financial situations by leveraging their expertise and collaboration with your Private Wealth Advisor.
- How can I pass on assets while minimizing transfer taxes to preserve more for future generations?
- What guidelines should I establish regarding the distribution and use of my assets by family members?
- How can I protect my family's assets from creditors, irresponsible beneficiaries and the effects of divorce?
- What are other families in similar situations doing regarding wealth transfer and estate planning?
- How can I be more efficient in my charitable giving?
Private Business Solutions
From taking your business public, to selling your business, to succession planning, there is opportunity for careful planning around gift, estate and generation-skipping transfer taxes strategies. Explore tax-efficient strategies to minimize your tax liability and maximize your financial gains.
Advanced Planning
Whether simple or complex, wealth transfer raises issues that need to be considered and addressed — from the impact of a large gift on the rising generation, to the need for proper asset management safeguards and protection from creditors (which may include the effects of divorce). We recommend consulting with a financial advisor to ensure proper estate planning and wealth management strategies are in place.
Philanthropic Planning
Philanthropy can help families define and pursue shared charitable goals, bridge the generations and build closer family ties. Let us help you, your children or your grandchildren create and implement a customized strategy that allows for increased efficiency around taxes, while considering important family causes and common goals. Our team of experts will work closely with you to assess your family's charitable goals and create a tailored philanthropic strategy.
Members of the Shape Plain Capital Strategic Wealth Advisory Group do not provide tax or legal advice.
Private Wealth Services
A knowledgeable, skilled and trusted team can help you craft a strategy for navigating considerable wealth and achieve your varied family goals. Considerable wealth affords your family tremendous opportunities but also introduces new complexities. Being purposeful about sustaining and growing your wealth and values across generations takes a knowledgeable, skilled and trusted team. To effectively manage your wealth, it is crucial to have a team that is not only knowledgeable and skilled but also trusted. This team can assist you in developing a comprehensive strategy that aligns with your family's goals.
A team of skilled professionals helping you navigate the complexities of wealth
Sustaining wealth over generations is not likely to succeed if left to chance. Rather, it requires dedicated effort and a thoughtful, tailored approach. Our skilled professionals can work with you on crafting a strategy designed to help achieve your varied (and occasionally conflicting) family goals. They can also help give family members the insights and skills to help them make informed decisions. To ensure the long-term success of your wealth, it is crucial to have a well-thought-out plan in place. Our team of experts is here to assist you in creating a customized strategy that aligns with your family's unique objectives.
We strive to empower ultra-high-net-worth families to define the purpose of their wealth and to be intentional about wealth’s impact on themselves, their families and their communities — with three complementary teams. Our approach is tailored to empower families with ultra-high-net-worth to define the purpose of their wealth and to have a deliberate impact on themselves, their families, and their communities through the collaboration of three specialized teams.
Shape Plain Capital Strategic Wealth Advisory Group® Private Wealth Services encompasses three distinct but interdependent groups — all working together, with your Shape Plain Capital Strategic Wealth Advisory Group Private Wealth Advisor, to help your family strategize, execute and achieve both your financial and personal aspirations. Our team of experts at Shape Plain Capital Strategic Wealth Advisory Group® Private Wealth Services collaborates across three specialized divisions, supported by your dedicated Shape Plain Capital Strategic Wealth Advisory Group Private Wealth Advisor, to assist in aligning your financial and personal goals.