Create an inspiring legacy that transcends generations. Let Empyrion help you empower your family with choice and opportunity, now and in the future.
Your family legacy reaches far beyond wealth or net worth. A commitment to passing the torch and providing a better life for the next generation can provide a vision of security and sustainability.
You’re a family leader, and we understand your devotion to protecting and growing your legacy. But it can be challenging to stay focused on big-picture strategy and long-term goals while also handling the daily financial responsibilities that are essential to managing what you’ve built and ensuring your family’s future financial wellbeing.
Take your legacy to the next level with a comprehensive, individually designed management plan. We’ll help you preserve your wealth with a disciplined, market-tested investment strategy that incorporates forward-thinking tax and estate planning solutions. Let us assist you in preparing for the unexpected, taking advantage of growth opportunities and preparing heirs to take up the charge for future generations. Here’s what you’ll experience:
Advanced Estate and Tax Planning
We collaborate with a broad network of skilled estate, tax and financial professionals to help ensure that your wealth provides the maximum benefit for your heirs in the most tax-efficient ways. Tax laws are highly technical, and the landscape is constantly changing, so strategic planning is all the more important for affluent families. You can rely on Empyrion to help you navigate these complexities, putting you in the best possible position to make the most of your wealth. In the face of major transitions, we diligently review, analyze and update your estate and tax plans to ensure continual alignment with your needs and ultimate objectives.
Sophisticated Investment Consulting
Protecting and growing your wealth for future generations requires approaching your investment plan with the same care and diligence you bring to your role as family steward. We build on a foundation of thoughtful, thorough communication to design a plan that puts the power of financial science to work for your legacy.
An enduring belief in the power of the financial markets drives our investment strategies. Based on the Nobel Prize award-winning research of Dr. Eugene Fama 1“Eugene F. Fama – Facts”, NobelPrize.org. Nobel Media AB 2014. Web. 13 June 2017. http://www.nobelprize.org/nobel_prizes/economic-sciences/laureates/2013/fama-facts.html and developed over 30 years by some of the most respected academics in the field, our philosophy harnesses the principles of dynamic portfolio design to help you optimize your returns while minimizing risk. The result is a program that can evolve along with your needs as your family’s objectives and goals change over time. And you can rest assured that every recommendation we make puts your best interests first and foremost.
Family Education, Governance and Support
Your mission, vision and values may evolve over time, as new generations assume leadership roles. From communication and governance to sound trust management, we’ll help you manage family dynamics, empower productive decision-making, mediate conflicts and effectively prepare the next generation to confidently take the reins of your family legacy. Whether you’re focused on making a philanthropic impact or building a family foundation, you can trust us to provide the strategic guidance and expertise you need to strengthen your family’s wealth and sustain your goals for decades to come.
Kimberly Foss, CFP®, CPWA®, is the Founder and President of Empyrion Wealth Management™.
Empyrion Wealth Management (“Empyrion”) is an investment advisor registered with the U.S. Securities and Exchange Commission under the Investment Advisers Act of 1940. Information pertaining to Empyrion’s advisory operations, services and fees is set forth in Empyrion’s current Form ADV Part 2A brochure, copies of which are available upon request at no cost or at www.adviserinfo.sec.gov. The views expressed by the author are the author’s alone and do not necessarily represent the views of Empyrion. The information contained in any third-party resource cited herein is not owned or controlled by Empyrion, and Empyrion does not guarantee the accuracy or reliability of any information that may be found in such resources. Links to any third-party resource are provided as a courtesy for reference only and are not intended to be, and do not act as, an endorsement by Empyrion of the third party or any of its content. The standard information provided in this blog is for general purposes only and should not be construed as, or used as a substitute for, financial, investment or other professional advice. If you have questions regarding your financial situation, you should consult your financial planner or investment advisor.