Family Wealth

Family Wealth

Whether you have a sizeable family portfolio of multi-generational wealth or have recently experienced a trigger event that’s changed your family’s asset status, the financial advisors and investment managers of John D. Dovich & Associates, LLC stand ready to guide you as you seek to manage and protect your assets. Many times trigger events take place under challenging emotional times within your family and it’s a good idea to have an outside trusted advisor who can offer impartial, educated and value-added input on how best to manage and protect your assets.

Maybe you’ve recently married, or divorced, or perhaps you’ve started a family and want to protect the financial future of your children and grandchildren, give us a call to advise you on how best to protect your assets.

And while we’re talking about children and families, it’s never too soon to begin planning for the educational future of your kids and grandchildren! Several of our financial advisors and planners are specialists in the college planning field and can offer you guidance and strategies on how best to utilize the myriad of college savings plans available in today’s marketplace.

Some additional services our advisors can assist you with include:

  • Creating trusts to protect multi-generational wealth
  • Estate planning
  • College planning, to include college savings plans (529s, Coverdells, etc.)
  • Using life insurance as an investment/funding trusts
  • Strategies to minimize tax liabilities on inherited wealth

To get the process started, simply Contact Us and we’ll be in touch with you very soon!

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