FAMILY EDUCATION and GOVERNANCE

CUSTOMIZED FAMILY STRATEGIES

Family Education and Governance

Every family's wealth journey is distinct and potentially layered with complexity. At 1900 Wealth, we recognize this and offer specialized Family Education and Governance Services tailored to the intricate fabric of family office clients.

At 1900 Wealth, we delve deep, addressing every facet of your financial canvas, from core assets to peripheral holdings. With 1900 Wealth, you will experience more than just financial advice. We work with your current structure to assist in the stewardship of both tangible and intangible assets. Whether championing the interests of a single family or working within our multifamily framework, we are your dedicated partner in carving a legacy that stands the test of time.

Services

  • – Using integrated financial strategies to manage financial legacy and investible assets
  • – Information management and tax advising
  • – Liability and risk management
  • – Educating future generations not yet associated with the Financial family continuity

WE INVITE YOU TO LEARN MORE ABOUT OUR FAMILY EDUCATION & GOVERNANCE SERVICES.