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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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Design: The Collaborative Plan
In the Plan Design phase, we use detailed findings from your Discovery and Assessment project phases to customize a wealth control strategy for you and/or your family or your business. In order to be most effective we collaborate with the trusted advisors you choose.
Your success is not an end. It is a beginning. It provides a foundation for your opportunity to move from success to significance for you… your family… your community and your causes… today, tomorrow, for the future.
We use creative planning tools and established techniques to bring you an overall wealth control plan.
Tools and Options
In designing your plan we utilize a variety of tools to help manage your wealth, maintain your lifestyle and assure that your legacy lives on. This is a short list of some of the tools and options we may employ.
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- Private Foundations
- Family Limited Partnerships
- Charitable Trusts
- Family Incentive Trusts
- Dynasty Trusts
- Living Trusts
- Asset Protection Plans
- Business Continuation Planning
- Liquidity Planning
- Wealth Replacement Trusts
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- Insurance
- Tax Reduction Strategies
- Asset Allocation Strategies*
- Retirement Planning
- Investment Management
- Higher Education Funding
- Family Wealth Counseling
- Employee & Executive Compensation
- Employee Benefits Design Considerations
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Contact us if you want to bring order to your personal and financial life.
*Asset Allocation/Diversification Disclosure:
Asset Allocation/Diversification does not guarantee a profit or protect loss in declining markets. There is no guarantee that a diversified portfolio will outperform a non-diversified portfolio or that diversification among asset classes will reduce risk.
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