As a Sands Financial Services client, I will serve as your single point of contact, making the financial planning process as simple and streamlined as possible. Our team approach will integrate all aspects of your financial life into one custom-tailored, actionable plan to help ensure each element of your wealth is working harder, together.
We Offer:
- Strategic Tax Planning
- Tax Preparation Services
- Investment Management
- Estate Planning and Trusts
- In-Depth Financial Planning
- Insurance Guidance
- Business Owner Services
- Family Office Services
Support You Can Rely On
- Managing your assets in a coordinated manner is just as important as building wealth when it comes to reaching your goals. Let me do the heavy lifting.
- Minimize your tax liability with our tax-efficient divestiture and investment strategies
- Leave a legacy for those who matter most by allowing me to help work with your attorney to create your estate planning and trust documents
- Give back by establishing a charitable giving strategy or donor-advised fund
- Lighten your load with our family office’s bill pay, business management and concierge services
- Make sure your family is covered with our risk management guidance
- Plan for your generational wealth transfer
- Gain access to a number of top-tier alternative investments
- Stay informed with regular communications BlackRock’s unique perspective on asset management, retirement planning, tax strategies and private wealth management