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Wealth Control Advisors
Rosenheim Financial Services
60 William Street, Suite 200
Wellesley, MA 02481
781-263-4568 MA telephone
781-235-8890 private fax
8451 Egret Lakes Lane
West Palm Beach, FL 33412
561-691-1380 FL telephone
info@wealthcontrol.com
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Results
The following are a few examples of results that clients have achieved by using the Wealth Control SystemTM to manage their wealth.
- Created sufficient assets to provide for their continued lifestyle - taking into account inflation, vacations and possible medical needs.
- Set aside a contingency fund in readily accessible form.
- Created an "opportunity fund" and/or financial safety net for heirs.
- Helped establish new trusts for heirs to provide income as needed with a portion of the trust to be available at ages 35 to 45.
- Established a "dynasty" trust so some assets pass estate tax free to future generations.
- Captured control of taxes by establishing a Family Foundation in which heirs will participate and eventually direct, ensuring a multi-generational legacy.
- Integrated a disciplined approach to the prudent management of investment assets.
- Recorded ethical wills for family.
- Documented information and heirlooms to be part of the family treasure chest.
- Taped family oral histories & personal legacy declarations.
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