Fifth Third Private Bank Family Wealth Planning
Developing a family wealth plan can give your loved ones the lifestyle they deserve and support the causes you believe in.
When it comes to creating family wealth plans, we always start with a conversation.
- What are your goals and concerns?
- What causes do you care about?
- Do you have any special needs, such as aging parents or children with disabilities?
Your answers will help your Wealth Management Advisor, in collaboration with your other advisors and financial specialists, develop a tax-efficient family wealth plan* that:
- Enables you to manage how your assets are distributed
- Reflects your family's values and priorities
- Helps protect the value of your estate
- Helps provide for future generations
Many families work directly with their various financial professionals. Our approach to family wealth planning takes the burden off of you and leaves the coordination up to us.
Managing extraordinary wealth requires a specialized team with extensive experience working across multiple generations
No two families are alike, but many challenges are similar for families with extraordinary wealth seeking to preserve, enhance and pass on their wealth and their values for generations to come. Mirador Family Wealth Advisors excels by leveraging the wisdom of past experience against an exceptional ability to listen and identify the unique needs of your family.
In order to achieve your goals today, tomorrow and over the next 100 years, your Mirador Family Wealth Advisor leverages the intellectual capital of all team members, including that of your existing advisory team, creating an environment of trust and open communication.
For families facing significant financial complexity, and a desire to perpetuate their wealth and values, Mirador is the ideal partner.