Wealth Management, Legacy And Trust Strategies For Charity And High Net Worth Individuals
Last updated on April 24, 2023
Many of us like to invest on our own and maybe even have a Financial Advisor assigned to us through our work retirement plans. But, do you have a Comprehensive Financial Plan that takes into consideration tax-optimization, retirement planning, education planning, Life/Disability Protection Planning, Estate, Legacy and Charitable Planning?
Working with us can help you see the entire picture, with all those many moving parts- with the aim of building and implementing a goal oriented comprehensive financial plan designed to help you achieve your wealth and retirement goals.
For the high-net worth or income individual, family, or business, it can be difficult to find a law firm that is adept at handling your estate and developing a tax-optimized wealth management and protection plan. This is what we are best at!
At The Law Offices of Kidwell & Kent, we utilize our expertise and strategic partnerships to deliver comprehensive plans that utilize the latest tax strategies as well as charitable and legacy planning through trusts married to you and your business’ financial plan.
SEE SOME OF THE MANY ARTICLES WRITTEN BY JOHN KIDWELL ON WEALTH, LEGACY AND CHARITABLE TRUST STRATEGIES.
Our goal is to educate our clients about the vast array of tools and options available to improve their wealth and protect their standard of living for themselves, their families, their businesses, and for future generations.
Please enjoy our complimentary library of articles, videos and more, and then contact us to help you implement a comprehensive, tax-efficient, wealth management plan designed to help you achieve your most successful life.
How To Pick A High Net Worth Estate Planning Lawyer
At The Law Offices of Kidwell & Kent we have extensive experience in estate planning and asset protection.
Owner and managing partner John Kidwell is also a licensed Financial Advisor, and he leads a team in working with high-net-worth, and ultra-high-net-worth individuals and their families and businesses.
Through our team of professionals and strategic partnerships, we leverage our extensive knowledge of trust and tax law to build private wealth and legacy plans that are tax-optimized to fit your personal goals.
CHECK OUT SOME OF THE MANY ARTICLES WRITTEN BY JOHN KIDWELL ON WEALTH, LEGACY & CHARITABLE TRUST STRATEGIES.
Our goal is to educate our clients about the vast array of tools and options available to improve their wealth and protect their standard of living for themselves, their families, their businesses, and for future generations.
Please enjoy our complimentary library of articles, videos and more, and then contact us to help you implement a comprehensive, tax efficient, wealth management plan designed to help you achieve your most successful life.
OUR PROCESS | WEALTH BUILDING STRATEGIES
We are problem solvers, strategists and devoted advocates of your continued success. Though we are engaged in adapting to our rapidly changing industry, we separate ourselves from other firms by adhering to our disciplined and time-honored planning process.
Establish Core Values & Goals
Successful planning starts with trust. We dedicate our initial meeting to learning about you and your life, both inside the financial world and beyond it. Through active listening and asking the right questions, we seek to gain a thorough understanding of who you are and what you value most.
Gather Financial Information
While learning about your dreams and objectives, we will work diligently to assess your current financial situation. In addition to exploring your goals, we will analyze your risk tolerance, business commitments, family situation and more to develop strategies tailored to your best interests. Working from that foundation, we can build a framework to grow and protect your financial freedom.
Create Custom Estate and Financial Plan
As a fiduciary firm, we design our Estate plans to be married with Comprehensive Financial Plans. Our solutions are engineered to advance and achieve your most valued goals. Working as a team, our professionals will carefully integrate your wealth and estate plan into a holistic, cohesive solution.
Implementation of Strategies
After presenting our leading recommendations, we will set the plan into action. To ensure the total alignment of your strategies, we will coordinate our process with additional members of our team and partnerships, including CPAs, Certified Private Wealth Advisors, Fund Managers, as needed.
Monitoring & Adjusting
Comprehensive wealth management plans adapt to the unexpected. As markets and economies change, your financial plans must have the flexibility to respond to your unique and evolving needs. Through ongoing strategy meetings and reviews, we will work alongside you to adapt to change and continue promoting your success.
WEALTH PLANNING SERVICES
Sound planning provides the means to unify all aspects of your financial life. While providing an overview of the big picture, our team will develop comprehensive strategies that empower you to make better financial decisions.
We focus on tailoring plans to fit your current situation while laying a foundation for future growth and eventual retirement. From providing forward-thinking investment strategies to tax-advantaged estate plans, we strive to help promote your total financial independence.
Retirement Planning
Whether you’re in the prime of your career, just a few years away from leaving the workforce, or are already evaluating an early retirement offer, we can help create an investment plan that meets your long-term goals. We offer detailed projections of when you can retire, at what level of income, and what rate of return will be necessary to meet your retirement goals.
We have helped clients effortlessly transition from the working world into retirement. By looking at the whole picture of your life, we can develop a tailor-made plan of action that evaluates pensions, 401(k) plans, savings, stock options, deferred compensation and other assets to structure a reliable income stream throughout your future.
Investment Planning
We are dedicated to constructing and managing investment portfolios with a high level of personal service. As a defining feature of our firm, our investment strategies incorporate a rigorous analytical and fiduciary review process to assure we understand client priorities and goals. In addition to identifying short and long-term objectives, we will assess your resources and your level of risk tolerance.
We draw upon a broad investment universe to deliver the most effective investment plans. While providing clients with direct access to top-tier investments, our asset allocation strategies integrate investments into a diversified portfolio that is designed for the long-term achievement of your goals.
Estate Planning
At its core, wealth transfer isn’t just about money. In addition to your assets, high net-worth individuals want to pass on their most essential and lasting values to their children, grandchildren and great-grandchildren. Our focused approach to multi-generational wealth management respects the importance of sustaining your legacy.
Have confidence that your most cherished assets will reach the people and places you hold dear. Our strategic plans help ensure your estate plans fulfill your financial goals well beyond your lifetime. We will work with you to help optimize tax efficiencies, coordinate your documentation and provide for charitable entities and more. No matter where you are in life, we will be here to understand and harmonize your financial needs for you and your loved ones.
Business Organization & Succession Planning
We understand what it takes to establish, nurture, and protect a successful business. By taking a comprehensive approach to planning, we can help you focus on what you care about most: your core business.
Whether your firm’s transition is fast approaching or a few years away, we can help you prepare for a liquidity event with confidence. From selecting the right advisors and initiating forward-thinking tax plans to aligning your key team members and more, we will ensure the ultimate transition is as seamless as possible. Like a private think-tank, we serve as an objective resource to help your business select and develop strategies that maximize your firm’s potential and longevity.
How To Connect With Us
Please contact us through our website or call us in Fairfax (703-988-7429) or Rockville (301-264-7185).
We will be happy to discuss how we can help you reach your goals for wealth, legacy and charitable trust planning.
