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Wealth Control Advisors, LLC
60 William Street, Suite 200
Wellesley, MA 02481
781-235-8891 MA telephone
781-235-8890 private fax
866-235-8991 outside Mass.
10781 Waterford Place
West Palm Beach, FL 33412
561-691-1380 FL telephone
info@wealthcontrol.com
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Heirloom, Family Story, & Significant Event Recording
Our estate planning services* help you create a true legacy plan with heirloom inventories, family stories or significant event recordings in combination with financial services from Wealth Control Advisors, LLC. Located just outside of Boston, Massachusetts and in West Palm Beach, Florida we collaborate with your estate planning attorney, tax attorney, and/or CPA to develop an integrated, comprehensive life cycle plan to help you achieve your financial, emotional, charitable, and heritage goals. For more information, contact us online or call us at 781-235-8891 to discuss our Wellesley, MA office or 561-691-1380 our West Palm Beach, FL office.
It is the stories that help our lives and possessions transform from strangers and objects to loved ones and heirlooms. The sharing of the stories is one of the greatest gifts people have been able to give to future generations. Unfortunately in today’s busy world if we have an inventory of objects, it is for insurance purposes, however by combining that with the story about those objects which have some emotional value, the object reshapes into something worth more than its replacement value. Capturing significant events which change our lives and recording them also helps our loved ones understand us better.
Besides passing financial assets to one’s heirs, many people wish to preserve family heirlooms & their stories, oral family histories, and significant events so future generations understand the importance of those non-financial assets. This allows the ultimate recipients to understand where their families came from what shaped them as people, what motivated them in life, and how to eventually pass on “more than money” to their own heirs.
Wealth Control Advisors, LLC facilitates legacy and total wealth planning through recording of oral histories, ethical wills, family meetings, heirloom inventories etc. Read Case Study 1: Prominent Physician and his Mature Family to learn how this client used our services.
You can read about our comprehensive Tailored Services, or read more about Wealth Control Advisors, LLC, click here.
To learn more about our comprehensive personal and family wealth services, call us at 781-235-8891 or email us.
*Estate planning is in conjunction with your estate planning attorney, tax attorney, and/or CPA.
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