Park City Wealth Advisors is a family office adept in supporting in family governance and wealth transfer. Our client base of CEOs, founders, entrepreneurs, and the like have put hard work into building their businesses and legacy. We understand that planning for a wealth transfer can be challenging to discuss or even know where to start. We’re here to help.
Passing Down The Legacy You Have Built
Wealth Transfer at its very nature is a powerful topic because of wealth’s capacity to create significant change, whether positive or negative. It’s like dynamite, which can be used constructively for tasks like mining and construction, or destructively. Our team believes that wealth carries with it a great responsibility to be used wisely. It is with this in mind that we believe in starting a collective conversation with total transparency between current controllers and future stakeholders to create a plan for your family legacy. Once a shared vision is determined, our team works alongside you and the next generation to help support the long-term stability of your legacy.
Remember, your legacy plan is not just about what your children will receive but preparing them to receive it. We believe in empowering the next generation through education so they can know what to expect, what not to expect, and what is expected from them.
Our advisors use experienced and proven strategies to reinvent the vision of financial legacy. We opt for resources not commonly available to individual investors. The exclusive services for family governance & wealth transfer include, but are not limited to, the following:
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Private Wealth Management
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Liquidity and Exit Planning
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Tax Strategy
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Family Governance & Wealth Transfer
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Public and Private Investment
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Philanthropic Strategy
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Insurance Consultation
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Entrepreneurial Guidance & Entity Structuring
Our goal is that the next generation knows how to fish, how to swim, and has the belief in something bigger than themselves. Let’s work together to build a financial legacy they’re prepared for that provides them with the skills, values, and confidence to thrive when you are no longer here to empower them yourself. Let Park City Wealth Advisors help you to create a seamless wealth transfer plan for your future today!
Unlock Your Financial Potential
At Park City Wealth Advisors, we center our client relationships around education and transparency. Through meaningful dialogues between you and our exclusive team of financial professionals, we strive to cultivate the success you have achieved, not only for your own life but for the benefit of generations to come. See some of our resources to begin your journey towards an elevated life.
1389 Center Drive, Suite 200 • Park City, UT 84098
Call or Text: 435.500.5979 • grow@parkcitywealthadvisors.com
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Let’s Connect
Park City Wealth Advisors, based out of Park City, Utah, services clients worldwide. We would love to give you a complimentary second opinion on your financial picture and investments. Come see our team at work firsthand! Contact us below:
