Services
Family Financial Planning
Providing Comprehensive Financial Planning for Families in Michigan
Financial planning is a family affair we are intentional about a multi-generational approach
At Hill Island, we view financial planning as a family affair. Many of our clients wish to provide for future generations of family members, which is why we take a multi-generational approach to family financial planning.
Focusing on customized investment management and long-term family goals, we aim to provide opportunities to improve financial outcomes. We’re dedicated to preparing the next generation for wealth transfer, laying the groundwork for their financial goals.
As appropriate, we involve the next generation in the family financial planning process to ensure your loved ones remain informed of your priorities and hopes for the future.
- Facilitating conversations to align long-term goals and family priorities
- Ensuring strategies reflect every family member’s input with help from family financial planners.
- Providing custom, actionable opportunities to improve outcomes
- Incorporating tax planning*, estate planning*, growth, and wealth preservation strategies as part of a comprehensive plan
- Facilitating gifts to family members as part of your overall financial plan.
- Incorporating charitable giving tax strategies such as family foundations, donor-advised funds and appreciated stock contributions
- Educating the next generation, a cornerstone of family financial planning, for a seamless wealth transfer.
* Hill Island Financial and its investment adviser representatives are not CPAs or tax attorneys. Our work involves coordinating with your tax professional, not providing tax advice.
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