We create customized wealth management strategies for the challenges that today’s families face. We offer:
Developing strategies for the many ways to save for a child’s education, including college savings plans, Coverdell Education Savings Accounts, and UGMA/UTMA.
Long-Term Care Insurance
Helping clients protect their retirement plans by identifying a variety of long-term care strategies that seek to provide security.
Helping pair appropriate third-party trustees with your clients’ trust accounts as well as assisting in selecting an appropriate advisory strategy for managing trust assets.
Estate Planning Strategies
Addressing the needs of your estate, from helping families implement estate planning strategies, to legacy planning and gifting or assisting with family governance and wealth plan concerns.
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. Stifel Trust Companies do not provide legal or tax advice.