Family Office Wealth Management

Managing Generational Wealth

If you’re looking into managing wealth you’ve inherited, or you plan on passing on wealth to the next generation of your family, a wealth management team is important to secure that financial legacy for your family.

From educating your family members, to determining your philanthropic goals, our advisors will work their hardest to meet your needs.

Our holistic planning approach takes into account all aspects of your financial life. We'll help you understand which levers to pull, while using your investments as one of many tools to help you reach financial freedom.

That means you can spend less time worrying you're doing the right things, and more time enjoying your life and loved ones.

As a client of Plancorp, you have access to our entire group of advisors—some of whom were practicing CPAs and attorneys in past lives. A dedicated team of five will handle your core planning and investment management, but, should any nuanced needs arise, we'll pull in the right mix of talent for your specific situation.

Interested in learning more? Take two minutes to use our free financial assessment tool to get personalized recommendations on where you should focus your attention to conquer life’s biggest goals.

Protect Your Estate with Plancorp

Estate Planning comes with a lot of different financial decisions, but is a critical step in helping you manage and preserve your family's assets.

Our team can help you set up and manage a trust, as well as develop a unique plan that aligns with your goals and objectives, no matter what life throws your way.

The estate plan you build and manage with the Plancorp team will tie directly into your holistic financial plan, including:

• A Financial Roadmap: Our comprehensive financial planning includes a customized roadmap to help you make smart money decisions and solidify your financial future without having to worry about potential, “what if’s?”
• Intelligent Investments: We take the guesswork out of investing by applying a data-driven approach to help you accomplish your goals. By leveraging the latest research, our investment team seeks to optimize your investments to give you the greatest chance of success.
• Advanced Planning: We take great pride in our ability to offer proactive advanced planning strategies. We can work with you to minimize taxes, fulfill philanthropic goals, exit or transition from your business, or plan for a multi-generational wealth transfer.

It’s never too early to think about your estate plan or build your team. If you need help finding a financial advisor, you can read more about what it’s like to work with Plancorp here.

Investment Management

We’re here to help you keep your investments healthy by evaluating your holdings and providing valuable feedback based on an evidence-based investment philosophy.

Together, we can establish a clear Investment Policy Statement (IPS) to guide your investments and set an asset allocation to help you contribute to your financial goals.

Tax Coordination & Planning

Our Certified Public Accountants (CPA) will help you evaluate your current tax strategies, review recent returns, and make recommendations to show how taxes can impact your financial plan.

A paycheck is only as good as its ability to help you reach your goals.

By making tax-smart decisions and putting money in the right buckets, you can maximize your income's ability to work for you. We'll discuss your goals for your retirement, loved ones and the causes you care about to make sure you're prioritizing your financial decisions appropriately. 

Accounting Services

Here at Plancorp, our family office is here to take care of all the details regarding your plans for your generational wealth.

We provide services from experiences Certified Public Accountants (CPAs), budget and cash management, and accounting services to ensure your wealth is being handled wisely.

Charitable Giving

It might shock you just how many planning strategies there are to help you reach your philanthropic goals. By understanding what's most important to you, we can help you leverage the right vehicles at the appropriate times to make the most powerful impact.

We'll also weigh options that will allow you to see your wealth working for the greater good—today.

Insurance Planning

Accidents happen not only on the job but also at home – and illness can strike anyone. Our insurance planning can uncover and fix holes to create a comprehensive financial plan. 

When you're managing sizable wealth or navigating the finances of a family-owned business, experienced insurance planning is an often overlooked aspect of a well-rounded financial plan.

Retirement Planning

Life after retirement looks different for everyone. Whether your vision is to downsize and travel the world, buy your dream home, spend more time with your family or even start a new career, it's important to know that end goal up front so you can work toward it.

We'll work with you to define what is most important to you, so we can create the right roadmap to help you get there. Then, we'll proactively monitor that plan as needed to make sure you end up where you want.