At Schonberg Wealth we consider an in-depth estate plan as the cornerstone of effective Wealth Management. Estate analysis offers clients a comprehensive view of their financial position in the event of unforeseen circumstances, akin to a mountaineer preparing for the journey ahead. It enables strategic planning to secure the well-being of dependents and manage wealth according to their wishes.

Our Wealth Management process revolves around the estate plan, adding substantial value to our advice. We leverage cutting-edge technology and financial planning systems, much like a mountaineer relies on the best gear, to ensure our advice remains current and relevant. Continuous collaboration with clients ensures their plans align with their expressed wishes, maintaining the plan’s accuracy.

Trusts, much like reliable tools, have long been employed for estate planning. We offer existing trust audits and guidance in setting up new trust structures, providing clients with a robust foundation for their financial journey.

Our commitment to high-quality advice, centered on the estate plan, offers clients a sense of security and peace of mind.