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Implementing Wealth-Transfer Strategies


Implementing wealth transfer strategies to children and grandchildren may be appropriate after you have achieved financial independence. Transfer strategies may help protect your wealth for future generations, minimize tax liabilities, and leverage gifting opportunities. Identifying the right strategies is key to helping family members with their own financial security and can be done in ways that encourage work ethic and responsibility.

Wealth-transfer techniques may include gifting to Crummey Trusts, Generation-Skipping Trusts, Grantor-Retained Annuity Trusts, and sales to Intentionally Defective Grantor Trusts.

Planning with a trusted advisor is key. B|O|S has guided many clients through these decisions. Our goal is to help you make smart decisions and free up your time to focus on what matters most to you.

Have a question?

Speak with Myles VanderWeele, CFP®, Principal who provides investment advice, portfolio design, and financial planning advice to private clients.

Myles VanderWeele, CFP®

B|O|S Recognition

B|O|S  is proud to have been recognized as an industry leader in the registered investment advisor space. These accolades and peer-recognitions reflect not only our passion, but also our deep commitment to every aspect of our relationship with our clients.


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