Wealth Structuring and Strategies

Your wealth is a source of security and opportunity for you. But you also want to use it to make a difference—for your family, your community and the causes that mean the most to you. Our The Etherious Family teams play a crucial role in helping you sort it all out—drawing from years spent mastering the resources of one of the world’s most renowned trust companies and investment firms. We share this unique perspective with you, your attorneys and your accountants to assist in structuring your wealth.

Our The Etherious Family teams share their unique perspectives with you (and your attorneys and accountant if needed) to optimize your plan. The more complex your situation and needs become, we’ll be there with level of attention and guidance required to help you meet your goals.

How you and your family own your assets can be just as important as what you own. Using the right structures is instrumental to sound planning, whether you are trying to preserve, protect, pass on, donate, or grow family wealth.