Case Studies

Smart Advice Client Focus®

Transferring Wealth to Next Generations

A wealthy couple in their 60’s have jointly held investments of $26 million and a $200,000 per year pension. They have two children (one with special needs) in their mid-30’s and two young grandchildren. They spend time in four vacation homes each year, which requires a stable spending budget.

Client Needs

couple hiking at sunsetThe client wished to develop a plan that would minimize income and estate taxes, while protecting against liability or asset invasion. They wanted to ensure the children would be cared for during their lifetimes, to secure their elder care and to meet their philanthropic goal of donating $250,000 to charities each year.

Smart Advice

We developed a plan that confirmed the clients’ goals were achievable and fully funded, and created investment and estate planning vehicles aimed at reducing overall tax exposure.

  • We implemented a comprehensive and holistic plan to address all of our clients’ top-priority concerns
  • Peace of mind for all family members

Our Services

Financial Planning

See how our trusted advisors can develop a customized plan to help you reach your financial goals

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Weston Financial is a subsidiary of The Washington Trust Company. Halsey Associates is a part of Washington Trust Wealth Management, a division of The Washington Trust Company.

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