Family Office Services

Helping The Affluent Preserve Their Wealth

A mother, father, and their two daughters outside next to a private jet.

Family Office Services

Helping The Affluent Preserve Their Wealth

Wealth brings opportunities but also challenges. Protecting and managing your wealth with confidence is complex. It requires an integrated approach to wealth preservation, tax planning, and tax strategy that combine to meet the unique needs of the affluent individuals and families we serve.

The ever-changing tax environment is one the most significant challenges the affluent face today, along with exposure and risk management. We offer asset protection strategies that can help preserve wealthin an uncertain world while also providing you with peace of mind about where it will go when something happens.

Walter Shuffain provides personalized, hands-on services to families in the New England area and throughout the United States. We help our clients develop and implement strategies specific toward meeting each family's unique goals and objectives. Our vast experience with complex financial structures allows us to address issues, such as:

    • How should I buy, exchange or gift property?
    • How do I gift an asset in another country?
    • How can we set up services for non-U.S. family members?
    • Which trust is the right one for this goal?
    • Who should I select as a fiduciary/executor?
    • How do I set up a fair philanthropic strategy for multiple causes?
    • How can new technologies support or hinder our family’s risk management?
    • What are my tax impacts for succession?

Choose the deep bench of advisors at Walter Shuffain to assist with your tax strategies, family office, wealth management, trust, estate and gift planning needs.  View our full scope of services here.