Our Services Wealth Planning
Families with significant assets turn to Harbour Capital Advisors for sophisticated wealth planning services to meet their complex needs. We adhere to several key guiding principles when moving through the wealth planning process with our clients:
We listen to our clients and partner with their advisors to create a multi-faceted, highly-customized plan to build and preserve wealth;
We address key life goals and non-tax-related issues with a tax-efficiency focus and overlay;
We carefully integrate our understanding of our clients’ values and priorities with our knowledge of tax, legal, and economic issues;
We offer forward-looking guidance focused on after-tax total return, family cash flow, and income, gift, and estate tax minimization.
Our wealth planning services include:
Wealth transfer, estate, charitable, and incapacity planning
Financial and cash flow planning
Trustee and executor advisory services
Income tax projections and planning
Stock option and restricted stock strategies
Harbour Capital Advisors follows a methodical, multi-stage wealth planning process. We begin with an extensive phase of information and document gathering, followed by evaluation and analysis. A report outlines the strategies and recommendations of our team and establishes an action plan for their implementation. Thereafter, the team monitors the strategies and proactively recommends modifications or updates to ensure that our clients’ plans are current and optimized.
We look forward
to hearing from you.
Your story is unlike anyone else's.
Your wealth plan should be too.