Family Wealth Advisor

Serving the Human Side of Legacy Wealth

Reeg Private Wealth offers a bespoke wealth management experience designed to help you manage and preserve. We take the time to understand your needs and complex legacy considerations, developing meaningful relationships with you and your family along the way. Our approach focuses on the “why” behind your financial and legacy goals, as we concentrate on what makes your family unique, and how we can best support you across generations. Once we’ve reached this understanding, we formulate a plan built specifically for you and your family.

Working with a Family Wealth Advisor

As a designated Family Wealth Advisor, our team has undergone a rigorous and intentional program to guide ultra-high-net-worth individuals and their families through significant transitional events and multifaceted opportunities. Learn more in the video below:

The Family Wealth Advisor Credential

Generational family wealth management is at the forefront of our intentional, focused credential provided by The Leadres Group. That, combined with advanced training on managing the unique complexities of family dynamics and legacy considerations, allows us to provide personalized, service to you and your family.

A Tailored Approach for You and Your Family

We have a client-centered, team-oriented approach. In addition to our expansive internal resources, we also collaborate with external strategic partners you may have, such as family CPAs, attorneys, and other financial professionals to provide the structure and coordinated expertise to manage what matters most.

Multi-Generational Teams for Multi-Generational Families

As Family Wealth Advisors, we have an established history in creating customized solutions for ultra-high-net-worth families with complex needs. Our specialized expertise helps us navigate the nuances of family wealth By collaborating with multiple generations to provide a vital continuity of service to see your legacy realized.

Extensive Resources to Support Your Unique Needs

We leverage customized planning capabilities while integrating with a suite of specialized resources, including:

See how the purchasing power of a dollar has changed over time due to inflation.

See how long a lump sum of savings could last based on your withdrawal rate and return.

Compare two different scenarios side by side to see how they stack up over time.

Find out how long it may take to pay off a credit card balance and what it costs in interest.

Discover what working with Family Wealth Advisor can do for you:

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