Galaxy Family Resources - Wealth Transfer

Overview Advisor Structure Asset Management Client Assesssment Process Planning/Wealth Transfer Risk Management Mortgage Analysis Life Insurance Review Vehicle Analysis Other Planning

Eugene Miller Eric Philo, CFA

Plan of Action Economic Commentary

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.