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Consultation and Financial Planning for Inheritors

Inheritors face unique investing and life challenges. At Insight Financial Group, we provide inheritors with holistic consultation that includes comprehensive financial planning, estate planning and investor education. We have experience in the financial and psychological dimensions. We understand complex family systems, challenging interpersonal power dynamics, issues with trusts, family philanthropy, and the whole gamut of issues that families of wealth may face. We refer to a high powered network of attorneys, accountants and specialized consultants when appropriate.

We are committed to our clients' empowerment.

Call us for a confidential consultation.