Brad and Barb are two of our Gatewood Wealth Solutions (GWS) profiles — fictitious clients whose features are based on real GWS client stories. Our goal is to highlight the type of services we provide clients in a variety of life stages and situations, while still protecting our clients' privacy.
In the quiet moments, away from board meetings and business trips, Brad and Barb feel the weight of their wealth. Their concerns aren’t just about preserving their wealth, but also about skillfully maneuvering the complex maze it presents.
Brad and Barb have achieved a level of financial success that many dream of, but it's come with unanticipated emotional and logistical challenges. Their wealth isn't just about numbers; it's intertwined with family hopes, dreams, aspirations, and the legacy they wish to leave behind.
BRAD AND BARB'S DEEP-ROOTED CONCERNS
MEET BRAD AND BARB, A SUCCESSFUL COUPLE WITH COMPLEX WEALTH.
Brad and Barb's goal is to ensure their children's inheritance serves as a platform and not a pitfall, preserving work ethic and purpose, all while limiting tensions around family dynamics and disputes. They want to find a way to create a values-based legacy that transcends generations.
GWS: ADDRESSING THE COMPLEXITIES OF AFFLUENCE
At GWS, we serve many high-net-worth couples who struggle with these same concerns. Here’s how we help get their financial lives in order — so they can be confident they’re preserving their wealth as well as leaving a legacy.
Integrated Estate & Asset Analysis.
Beginning with an exhaustive review of a client’s estate, we review all assets, from real estate and private equity holdings to concentrated and diversified investments. This 360-degree perspective ensures our strategies consider every facet of the client’s wealth.
Tailored Estate Structures & Philanthropic Visioning.
Beyond efficient tax structuring, we guide families in crystallizing their philanthropic aspirations, making certain their contributions are impactful, lasting, and aligned with their values.
Investment Management Excellence.
Our investment acumen is tailored to balance the intricacies of liquid and illiquid assets. Recognizing the importance of liquidity, we employ strategies that optimize market investments while thoughtfully considering the role of illiquid or concentrated holdings.
Education & Family Collaboration.
Wealth management is a collaborative endeavor. We prioritize family involvement and education, ensuring the next generation is equipped to navigate the family legacy.
If Brad and Barb’s story resonated with you, we’d love to hear from you. We can help manage the complexities of your wealth, so you can focus on enjoying your life now — with confidence that your family’s future is preserved.
