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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