You are taking over as trustee. Which accounts can you actually act on, and who has authority over the rest?
The decisions that matter rarely arrive one at a time.
FWS manages wealth for families and business owners, but the questions that matter often begin outside the portfolio.
Where we begin
You plan to give your children assets now. What changes about the estate plan—and the taxes they may face later?
If most of your wealth is in the business, what replaces the income it provides after a sale or transfer?
After the decision
A good plan has to work outside the meeting room. We stay involved with the people and details needed to put it into effect.
Perspectives
The Hidden Cost of a Guaranteed Zero
The marketing makes the zero sound wonderful. But it doesn't spend much time explaining the missing upside.
Browse Perspectives ↗