Individuals and Families

Wealth Control Advisors addresses the financial, human, intellectual, charitable and heritage aspects of independent wealth. Our depth of experience enables us to be sensitive to different family structures, cultural traditions and individual preferences.

Depending on your needs and preferences, we work with you, your family members, your legal or financial advisors and our network of professionals to design and implement your wealth plan. Even if you are not responsible for the day to day care or financial support of family members, you still may have concerns about some of them. We can help to allay those concerns.