One Practice for Your Family's Whole Financial Life
Wealth management is our main work, and it reaches every part of a family's financial life.
What We Do
Your money has several jobs at once: covering what you need today, building toward your future, and providing for those who come after you.
We handle all of it, and you use only the parts you need. When a family's holdings are more complex, we take on family office work as well, coordinating the entities, trusts, and outside advisors involved.
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Planning and Strategy
Our Planning and Strategy services plan your cash flow, so your lifestyle is covered year after year and cash is set aside for major life events.
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Investments and Risk
Our Investments and Risk services manage what you own and the risk that comes with it, from public portfolios and private holdings to property and any single stock that makes up a large share of your wealth.
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Tax
Each financial decision is made with its tax outcome factored in, because our Tax Services plan them years ahead. We handle strategy, forward-looking tax reporting, and a private foundation's annual reports.
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Estate, Legacy, and Giving
Our Estate, Legacy, and Giving Services plan where your wealth goes next, and what it is meant to accomplish once it gets there.
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Business and Ownership Transitions
Selling or handing down a company is a project of its own. Our Business and Ownership Transitions services cover the exit, the succession, and how the owner and the leadership team are paid and taxed along the way.
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How the Family Is Organized
How a family makes its decisions is work of its own. How the Family Is Organized covers who sits at the table, how a family office is structured, and how your outside advisors are brought into one strategy.
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Reporting and One Clear View
Our Reporting and One Clear View services bring all of your accounts and holdings together in a single report your family can act on.
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Family and the Next Generation
Money questions are family questions. Our Family and the Next Generation services are the human side of what we do: family counseling, and preparing the next generation before the responsibility arrives.
How It Fits Together
All of these services are handled by one team, as one plan for your family. Your cash flow, investments, taxes, spending, and estate are decided together, by the same people, so no part of your plan works against another. Your own CPA and attorney are part of that from the start.
Your advisor leads the relationship, backed by our planners, investment professionals, and tax professionals. Meet them, and read why we built SpirePoint this way, on Who We Are.
Where to Start
Matching the right services to your situation is our job before anything else, so a conversation is the place to begin. You tell us where things stand, we ask careful questions, and together we decide whether we are the right fit for each other.
