Seeking better outcomes through integrated wealth planning
Your financial life is personal and constantly evolving, and our goal is to help you achieve the best possible outcome at every stage.
We believe wealth planning works best when everything is connected. Instead of separate advisors working independently, you have an integrated team collaborating under one roof—across financial & retirement planning, tax and estate strategies—and coordinating closely with your other trusted advisors. Every recommendation is considered in the context of your full balance sheet, your family, your liquidity needs and your long-term goals.
The result is greater clarity, fewer surprises and a more thoughtful approach to preserving, growing and transitioning your wealth. Not disconnected strategies, but a cohesive plan designed to move forward with you.
Our wealth planning services
Financial & retirement planning
Develop a personalized financial and retirement plan to help align your wealth with your long-term goals and evolving priorities.
Estate planning
Create a comprehensive estate plan designed to help preserve your legacy and support the efficient transfer of wealth to future generations.
Charitable giving
Develop a thoughtful charitable giving strategy that reflects your philanthropic goals while considering your broader financial and tax circumstances.
Tax planning & preparation
Receive coordinated tax planning and tax preparation services that help inform financial decisions and support your overall wealth strategy.
The Fiduciary Trust International difference
We surround you with a multi-disciplinary team of advisors to craft the right combination of investment, tax planning and wealth transfer strategies to help you grow and protect your wealth. Everyone on your team knows your history, your plans and your needs and is actively working on your behalf to achieve your goals.
Meet our wealth planning leadership team
Our wealth planning team consists of financial and retirement planners, estate planners, tax advisors and trust counsel. View all
A comprehensive approach
We align all areas of wealth management to provide you with a comprehensive plan that seeks to achieve the best overall outcome for your wealth.
Investing
Your portfolio reflects our best market thinking, tailored to your goals and life circumstances. We draw on a wide range of investment strategies—active and passive, traditional and alternative—using both internal and external managers.
Trust & estate services
We help you create trust strategies that bring real insight to the planning process to help ensure that your intentions are met.
Family office services
We approach your family's needs with our core principles of preserving, growing and transferring wealth in the most tax-efficient mannor possible.
Wealth planning services FAQs
1. What does wealth planning include?
Wealth planning is the process of creating a comprehensive strategy for how someone’s wealth should support their goals over time. It looks beyond investment performance to address questions like how much to save and spend, how to structure assets, manage taxes, plan for retirement, transfer wealth to family, and prepare for major life events. It defines your goals, identifies potential gaps, evaluates trade-offs, and creates a coordinated roadmap across areas such as retirement, tax, estate and charitable giving.
2. How does the wealth planning process work?
The wealth planning process typically begins with understanding your financial situation, goals, priorities, and concerns. From there, we evaluate areas such as investments, retirement, taxes, estate and legacy planning, risk management, and charitable giving to develop a coordinated strategy tailored to your needs. Wealth planning is an ongoing process rather than a one-time event. As your goals, financial circumstances, family needs, and market or tax environments change, your wealth plan can be reviewed and adjusted to help keep you on track toward your long-term objectives.
3. What are common wealth planning mistakes to avoid?
Common wealth planning mistakes include waiting too long to create a plan, focusing on investments without considering the broader financial picture, overlooking tax and estate planning considerations, and failing to prepare for unexpected life events. Another common mistake is creating a plan but not revisiting it as financial circumstances, goals, family needs, or tax laws change. A comprehensive wealth plan should take a coordinated approach to your financial life and be reviewed regularly to help ensure it continues to reflect your goals and evolving circumstances.
4. How does wealth planning differ for high-net-worth individuals and families?
High-net-worth wealth planning often involves greater complexity because financial decisions can affect multiple areas at the same time. In addition to investments and retirement, planning may need to address taxes, trusts and estates, business interests, concentrated assets, charitable giving, liquidity needs and transfers to future generations. Families with significant wealth may also need to consider how financial decisions affect different family members and generations. Coordinating these issues within one wealth plan can help balance current financial needs with long-term goals for family wealth.
