Wealth, and managing it, are complex endeavors.
Successful families often want to enhance their wealth and preserve a legacy that will last for generations to come. Yet, estate planning generally comes last in the high-net-worth family service cycle, preventing families from realizing the benefits of intentional, holistic planning.
At the same time, Family Offices and Registered Investment Advisors (RIAs) who work with such families face regulatory burdens that hinder their efforts to advise families in these areas.
We can help.
We work directly with Families having taxable estates to craft comprehensive Financial and Estate plans.
For RIAs who choose to outsource estate planning and insurance solutions, Stavis Wealth serves as a business-to-business resource.
As an RIA ourselves, we perform all these services with a fiduciary commitment.
Who We Are
Stavis Wealth
is an Independent Registered Investment Advisor specializing in complex Financial & Estate Planning and Insurance Solutions for families with taxable estates.
Who We Serve
Families with Taxable Estates
It takes a lifetime to build an estate. As wealth grows, so does the complexity. We work directly with families to optimize the preservation and smooth transfer of assets across generations.
Family Offices & Registered Investment Advisors
The founders of Stavis Wealth have operated as fiduciaries and Certified Financial PlannersTM in private wealth management for over 50 years. We opened our doors as an RIA to RIA business to serve advisors and their clients as an outsourced partner. In this role, we develop and implement holistic estate plans, including life insurance solutions.
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Stop Fighting Over the Will and Start Building Family Unity
12th January 2026
Dr. Jeremy Lurey returns to tackle the hard truth: 70% of Americans die without estate plans, but even perfect legal documents fail when families avoid honest conversations. He reveals why women will control 60-70% of wealth within twenty years yet remain unprepared, exposes the emotional landmines of "equal" versus "equitable" inheritance, and shares the $25 million story that proves fairness isn't about numbers. Dr. Lurey introduces the "Now Gen" framework for empowering rising generations today, explains how strategic philanthropy becomes the glue that unifies fractured families, and provides the coordination roadmap for indivisible assets, toxic trustees, and the psychology of wealth transfer that traditional advisors won't address.
Stavis Wealth Announces Strategic Partnership With Carnrite Ventures
16th December 2025
A long-term relationship leads to a new and exciting partnership.