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        中国福利彩票手机版

        Studies show fewer than 30 percent of families successfully sustain wealth beyond the third generation. What do the successful families have in common? An intentional effort to manage their wealth as a family enterprise.

        Bartlett advisors lead and coordinate your advisory team, sharing our collective expertise to tackle your unique challenges. Our family office wealth management services are designed to cohesively coordinate your family’s affairs into a unified vision for wealth and well-being.

        中国福利彩票手机版

        INVESTMENT

        • Portfolio Strategy

        • Manager Selection

        • Aggregation & Consolidated Reporting

        STRATEGY

        • Estate & Wealth Transfer

        • Business & Financial Advice

        • Tax Planning

        LEGACY

        • Philanthropy

        • Family Meetings & Communication

        • Stewardship Education

        GOVERNANCE

        • Family Mission & Charter

        • Recordkeeping

        • Risk Management Strategies

        Family Office Services at Bartlett

        Successful families of multi-generational wealth are organized. Using aggregation and consolidated reporting, we compile all family assets and liabilities into one clear and current picture of overall wealth. Bartlett’s investment manager selection and portfolio strategies are aligned with each family member’s personal finances as well as collective family goals.

        Families achieve peace of mind with Bartlett’s proactive, comprehensive strategies for tax, estate, wealth transfer, and charitable planning—services that are customized for each family member.

        Our advisors have experience developing a family charter, mission, and vision. We’ll help you convey the purpose of your family’s wealth, based on your unique and changing needs. We can also assist you in developing a governance structure related to cash management, recordkeeping, and risk-management strategies.

        Financial literacy education is an important part of any long-term multigenerational wealth strategy. From facilitating family meetings to bringing in professionals to educate on specific topics, Bartlett provides strategies for engaging stewardship in future generations.

        Similarly, families need sound advice for managing philanthropy. We help families pinpoint appropriate giving strategies, evaluate charitable organizations, and clarify specific IRS guidelines. Our advisors can facilitate family conversations around charitable giving as a way to share values and build a long-lasting legacy.

        Customize your wealth solution and empower your family.

        Grow your legacy

        中国福利彩票手机版

        中国福利彩票手机版

        At Bartlett Wealth Management, we constantly strive to demonstrate smart growth, both organically and through strategic mergers and acquisitions. That’s one reason we are pleased to announce Bartlett has been recognized among firms across the nation as one of Barron’s…

        中国福利彩票手机版

        With roots dating back more than 120 years, Bartlett Wealth Management enjoys a reputation as a premier financial organization that’s home to the industry’s finest talent. Our story is one of opportunities taken to better serve our clients. Today, we…

        中国福利彩票手机版

        A 2018 report from Bank of America revealed that one in six millennials — those born between 1981 and 1996 — is sitting on $100K or more in savings. Impressive, right? That is until you consider other surveys by LendEDU…
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