You’ve worked hard throughout your life to build a strong financial foundation. Now, it’s time to ensure that you are maximizing opportunities and protecting that wealth through comprehensive planning and execution designed around your family’s unique needs.
RKL’s Private Client Services is a multi-disciplinary approach to managing your wealth – all working in unison and tailored around you. For individuals and families with sophisticated wealth strategy needs, you can be confident that our holistic approach takes your total financial position into full account, minimizing risks and leveraging opportunities in cooperation with your other trusted advisors.
Tax Advisory and Compliance
Proactive and personal tax planning is a hallmark of RKL’s Private Client Services approach. Our advisors draw on their deep expertise and a continuous commitment to staying abreast of the ever-changing regulatory environment to deliver tax-saving opportunities that support your overall wealth management goals. From planning to strategy development to compliance, we have you and your family’s tax needs covered.
Estate Planning And Trust Services
We design wealth transfer plans around your unique needs with a tax-advantaged approach that helps protect you and your assets. We’ll work with your team of existing advisors to ensure alignment around your goals and objectives. Depending on your specific circumstances, we can provide a plan that incorporates gift planning, the designing of trusts, preparation of related tax returns and more.
Philanthropic Planning & Family Foundations
For many individuals and families, charitable giving is an important pillar in their overall wealth management strategy. From selecting the right charitable vehicle to developing a coordinated family giving plan to optimizing the income and estate tax benefits of giving, our advisors are uniquely positioned to provide you the guidance to do the most good with your charitable giving.
Business Planning and Succession
For most business owners, their ownership represents their most significant asset. Growing a successful business requires strategy and coordination and creating your exit strategy is no different. Our advisors provide a full spectrum of solutions including business valuations, succession plans, family governance, mergers and acquisitions planning, strategic planning and retirement plan administration.
Investment Management
Our investment management process starts with an understanding of your needs and goals. Working in collaboration with your business advisors and tax strategists, RKL Wealth Management develops investment strategies that are aligned with your overall wealth management plan. With routine evaluation and open communication, we provide the guidance and support to help you navigate market conditions while adhering to your long-term objectives.
Comprehensive Financial Planning
We understand that your financial plan is not a “one size fits all” proposition, nor a once-and-done exercise. Your values and goals are unique and dynamic, just like you. RKL Wealth Management’s financial advisors start with a thorough assessment of your current situation and offer a collaborative and comprehensive process to maintain the optimum financial plan to meet your goals.
Family Office Services
For ultra-high net worth families, RKL’s family office services provides highly customized tailored solutions to meet your family’s needs from complex multi-generational wealth transfer planning to family governance and risk management to entity accounting and bill pay. RKL is uniquely positioned to manage and support your family office needs in collaboration with your family’s team of trusted advisors.
