contact us contact us contact us

Planning / Wealth Transfer

The planning process and those activities that revolve around the effective transfer of wealth through the generations are complex and occur in a world with constant changes in rules and regulations, tax consequences being a major variable. Families that consist of second marriages, have non US citizen spouses or include life partners have additional levels of complexity. Galaxy works with your advisors to structure solutions that take into consideration those issues that are important to you, balancing your desires with these many variables. Our experience in trust and estate work, family offices and law helps to utilize what we believe are the best practices for these matters.



© Galaxy Family Resources, LLC. - 2010

Wealth Transfer