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
- 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
ClearSight is our complimentary, personalized analysis designed to help you protect and grow your wealth. We review your current financial documents and assets, then provide thoughtful recommendations to support the longevity of your wealth.
Simply answer the questions below as the first step of the ClearSight process to help our team understand your unique objectives—our experts (yes, real people!) will follow up to request documents and formally recommend an integrated solution to help you achieve your aspirations.