Building Your Legacy Through 
Wealth Management

Clearstead’s comprehensive wealth management services help families and individuals with complex finances and diverse assets maintain and build wealth. We help ensure families and individuals can build secure and prosperous legacies. Clearstead is distinguished by its in-house tax, planning, trust, family office, and investment teams, providing customized and integrated solutions.

Financial & Estate Planning Tax Strategy & Preparation Investment Management Family Office Administration Private Family Trust Company & Administration Services Clearstead Trust Clearstead Avalon Trust

Financial & Estate Planning

  • Estate and wealth transfer planning Insurance planning
  • Balance sheet oversight
  • Cash-flow and debt planning
  • Retirement, education, and philanthropic planning
  • Coordinate external advisors
  • Executive compensation strategies
  • Private banking coordination

Tax Strategy & Preparation

  • Tax preparation and projections
  • Year-round planning and consulting
  • Quarterly tax estimates and payment coordination
  • Withholding analysis
  • Tax-saving strategies
  • IRS notices and audits
  • Revenue rulings
  • Stock option planning

Investment Management

  • Investment strategy & implementation
  • Asset allocation
  • Investment research and selection
  • Private investments
  • Consolidated performance reporting
  • Portfolio administration

Family Office Administration

  • Document and record management
  • Charitable planning & foundation administration
  • Partnership accounting
  • Bill paying
  • Real estate and personal property management
  • Family governance, education, and meetings
  • Comprehensive financial reporting

Private Family Trust Company & Administration Services

  • Fiduciary oversight
  • Trust document review and summary
  • Trust accounting
  • Income distribution calculation and coordination
  • Discretionary distribution management
  • Coordination with accountant and attorney
  • Account opening & money movement

Clearstead Trust

  • Clearstead Trust
  • Investment Management
  • Financial Planning
  • Trust Services & Corporate Trustee Solutions
  • Leverage tax services of parent company, Clearstead Advisors

Clearstead Avalon Trust

  • Clearstead Avalon Trust
  • Investment Management
  • Financial Planning
  • Corporate Trustee Solutions
  • Leverage tax services of parent company, Clearstead Advisors