For select individual & their families, Estabrook delivers the best aspects of Wealth Management & The Family Office.
Our process pulls together every aspect of your financial life to create a plan that tracks directly to your goals and dreams. We ask better questions to create a plan that misses nothing. Being thorough creates comfort and confidence.
For over 40 years, Estabrook has earned its reputation for consistent and reliable returns against market standards. How we put your money to work for you is part of the comprehensive plan we will build and execute for you.
Our clients have generated their wealth from their businesses and/or inheritance. They come to Estabrook to protect their wealth and to eliminate or mitigate any risk to it.
Now, more than ever, it is critical to continually manage the tax implications of your financial world. Taking advantage of regulations and adjusting your plan to match new rules is a key component of our client work.
Effectively managing the transfer of wealth across generations comes from experience and a process that understands efficient estate structure and their tax implications.
In addition to coordinating every disparate account, Estabrook uses this powerful online tool to dynamically show the impact of life decisions on your income and long-term financial planning.
Estabrook clients have built their wealth by earning it and/or inheriting it. They come to us for our experience in reducing risk, responsible growth & providing seasoned advice for their present and their future.
Missing key components of your financial world creates risk. Our intake process and software tools ensure we capture everything.
Our software dynamically shows you the long term implications on your wealth when you sell large assets. This powerful tool allows us to instantly test scenarios based on value and timing against your budget and needs.
Our intake process ensures every client has a plan that is completely unique to them. No cookie cutter solutions or standard plans.
Careful estate and tax planning will make sure you minimize the impact on your children.