Broker Check

Family Wealth Transfer Planning

The Strulowitz Group’s goal is to create, preserve and protect family wealth for our clients. We create and develop tailor-made solutions, and provide an extraordinary amount of personal service, using advanced planning structures such as:

  • Wills and Trusts

  • Sophisticated Life Insurance Planning and Funding Strategies

  • Asset Protection Planning

  • Restructure and Titling of Assets

  • Grantor Retained Annuity Trusts

  • Family Limited Partnerships

  • Retirement Planning Strategies

  • Charitable Giving Techniques