Your Family, Your Strategy

Multigenerational Planning

We want to get to know who we are working with – you, your family, and anyone else who may be important in your life. This will allow us to develop a strategy that aligns with your investment approach. We believe in providing you with a high level of communication to allow our relationship to grow and to build trust between us.

A Plan for the Future

This is where multigenerational wealth planning comes into play, as it helps to ensure your family’s wealth, legacy, estate planning issues, and charitable giving strategies are all properly addressed. But before developing a strategy for your estate plan, it’s important to identify your planning objectives:

Whom do you want your wealth to benefit?
Do you want to donate some or all of your wealth to charity?
Do you want to transfer some of your wealth to your beneficiaries during your lifetime or only upon your death?
Do you have any situations that require specialized planning, such as a previous marriage or a child with special needs?

Strategies Designed to Work for Your Family

We can help you develop tailored strategies designed to address:

Preserving the value of your estate
Maximizing what you transfer to your beneficiaries
Minimizing the transfer taxes you must pay, including federal and estate taxes
Managing assets for your spouse, children, or grandchildren
Planning for specific bequests to children or charities
Setting up a trust and identifying a trustee
Coordinating with your tax and legal professionals to pull all the necessary information together

Contact Us Today

Get in touch with our advisors today to discuss how a relationship with Axio Capital Advisors can help you plan for your family's needs.

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Stifel does not provide legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation.

Trust and fiduciary services are provided by Stifel Trust Company, N.A. and Stifel Trust Company Delaware, N.A. (collectively Stifel Trust Companies), wholly owned subsidiaries of Stifel Financial Corp. and affiliates of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Unless otherwise specified, products purchased from or held by Stifel Trust Companies are not insured by the FDIC or any other government agency, are not deposits or other obligations of Stifel Trust Companies, are not guaranteed by Stifel Trust Companies, and are subject to investment risks, including possible loss of the principal invested. Neither Stifel Trust Companies nor affiliated companies provide legal or tax advice.