Service, Integrity, and Transparency

Client Studies


Widow

Estate Executor

Fortune 500 Executive

Medical Professional

Senior Citizen

Young Professionals

Company Founder

Company Founder

A engineer has decided to retire and is selling the company he started 40 years ago. He reaches out to Spinelli FA to establish a plan for protecting his wealth.

He’s worked long and hard to accumulate get to this point, and he wants to create and maintain a lasting financial legacy for his three children who have established lives of their own. He wants to benefit future generations while also avoiding complications within the family.


The Spinelli Plan

After getting to know our client and understanding what is important to him, we would create a trust structure that aligns with his overall goals. We would look for ways to utilize his assets by analyzing the tax implications while identifying potential challenges. We would examine the timing of distributions and accessibility to additional funds and execute those plans. We would also coordinate discussions about the family's wealth to improve communication, reduce family conflict and guide the next generation towards a successful path.