Wealth Transfer Planning

There are only three options to who will receive your money at death – the government, your heirs or charity. Our role is to help you leave what you want to whom.

High-net worth clients usually have varied concerns and goals when it comes to wealth transfer planning.  Whether it is transferring wealth to the next generation, developing a gifting plan for a charitable organization or determining the most tax-efficient option for your estate, Byron Financial offers the expertise and innovative thinking to help you achieve your goals.  We do so through three main avenues:

  • Life Insurance
  • Estate Planning
  • Charitable Planning