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.
Who We Are
Stavis Wealth
is an Independent Registered Investment Advisory firm that provides comprehensive, holistic financial planning, investment management, estate planning, and customized life insurance solutions under one roof.
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.
Legacy Lounge
The Estate Plan That Looks Complete (And the Gaps It Quietly Leaves Behind)
2nd March 2026
Most estate plans have dangerous gaps that even excellent attorneys miss. Deborah Stavis, CFP® with 35 years of experience, explains how life insurance, properly structured, fills those gaps and ensures your wealth transfers intact.
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.