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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Private Placement Life Insurance: A Sophisticated Planning Tool for Families with Taxable Estates
4th February 2026
Private Placement Life Insurance (PPLI) is one of the most misunderstood planning tools in wealth management. It sounds complex. The life insurance industry has not always helped by layering on jargon. And because PPLI is typically used by families with taxable estates and institutional investors, many advisors and families have limited firsthand exposure to it. What experience has shown us, however, is that PPLI is not inherently complicated, it is simply different. For certain families, particularly those holding tax-inefficient assets and planning across generations, it can be a highly effective structure when evaluated and implemented thoughtfully.
When the Bull Market Hides the Broken Plan: Why Now Is the Time to Review Your Estate
26th January 2026
For the past fifteen years, checking your investment account has been gratifying. Markets have climbed with only brief interruptions. Balances have grown. The numbers on the screen have mostly gone up and to the right. And because of that, many investors haven’t felt compelled to look closely at the details. Why scrutinize something that’s working? The problem is that the same complacency often extends beyond portfolios and into estate planning. If you haven’t opened your brokerage statement in months, there’s a good chance you haven’t reviewed your estate plan in years (never mind the complacency that comes from the new, higher estate tax exemption levels). And unlike an investment portfolio, which can recover from neglect, an outdated estate plan creates consequences that are permanent and irreversible.