FAMILY EDUCATION & GOVERNANCE
THOUGHTFUL FINANCIAL PLANNING AND EDUCATION FOR FAMILIES AND FUTURE GENERATIONS
Through private banking and wealth management, 1900 Wealth offers Family Education and Governance Services for clients for whom wealth management has become its own business. Our customized approach – with over 75 years of financial experience with some of the wealthiest families – our customized approach allows our clients to engage with 1900 Wealth and Jefferson Bank to build, manage, and preserve their family wealth. Our wealth management solutions include developing clear communications that can help identify issues of concern and avoid conflict.
OUR FAMILY EDUCATION AND GOVERNANCE SERVICES INCLUDE:
- Managing financial legacy and investable assets with integrated financial strategies
- Information management and tax reporting
- Liability and risk management
- Educating future generations not associated with your family
- Financial familial continuity
