Preparing for retirement
Thinking beyond your own lifetime.
For most of our clients the concern isn’t whether there’ll be enough left. It’s how to properly apply it for retirement so it’s secure for their lifetime and beyond; whether it will be used well, and what it might do for or in some cases ‘to’ the people who receive it.
GRW Advisory help families plan this phase deliberately, including structured charitable or societal giving that continues long after they’re gone.
Who is this for
Individuals and families thinking past their own lifetime about how wealth passes on
Parents and grandparents wanting to help now rather than after they’re gone
Anyone concerned about protecting family wealth as it moves between generations
Clients considering structured lasting charitable, philanthropic or other beneficial giving
How we can help
Passing wealth on deliberately:
Planning what goes where, when, and in what form — including support given during your lifetime, where it often does more good and can be guided more carefully.
Protecting wealth as it moves:
Wealth is at its most vulnerable in transition. We look closely at how assets are held, when they pass, and the structures they pass through, so what you’ve built is protected against all areas, including unnecessary taxation.
Giving that outlasts you:
Private and Public ancillary funds or other considerations, and the structures behind them, so your philanthropy continues on the terms you set.
Related services
OUR APPROACH
You first. Strategies second. Structure third. Investments last.
We start with what you actually want from your wealth and your time, then build the strategies and structures to hold it properly. Only then do we look at where it’s invested — because the right investment depends entirely on what it’s for and when you’ll need it.