Protecting
and enhancing
your legacy.

TRUSTED FINANCIAL ADVISORS FOR HIGH-NET-WORTH INDIVIDUALS AND FAMILIES

At VWC, P.S., we offer personalized and discreet financial advisory services tailored for high-net-worth individuals and families. We recognize that financial success brings unique complexities, from managing diverse investments to preserving family legacies. With decades of experience, we work seamlessly with your investment advisors and legal counsel as trusted partners, prioritizing your privacy and focusing on safeguarding your wealth while helping you make strategic, informed decisions.

PROTECTING AND ENHANCING YOUR LEGACY

Managing significant assets involves more than just maintaining financial health—it’s about preserving and growing your legacy for future generations. We recognize the unique challenges faced by high-net-worth families, including frequent investment opportunities, the complexity of estate planning, and long-term wealth management. At VWC, our team works closely with you and your legal counsel to develop tailored strategies that not only protect your assets but also ensure your financial goals align with your values and long-term vision.

PRIVACY AND DISCRETION YOU CAN TRUST

We know that privacy is paramount, especially when managing significant wealth. At VWC, we are committed to maintaining the strictest confidentiality for all of our clients. We’ve built a reputation for trust and discretion, working with some of the most successful individuals while ensuring their financial matters remain secure and private. Our goal is to help you navigate complex financial landscapes with confidence, knowing that your anonymity is always respected.

COMPREHENSIVE SERVICES FOR HIGH-NET-WORTH INDIVIDUALS AND FAMILIES

Our team offers a full suite of services designed to manage the complexities of your financial life. Whether you need assistance with tax strategies, estate planning, or managing new business ventures, we are here to provide expert guidance. Our services include:

  • Tax Planning: We offer proactive tax planning to ensure your assets are structured efficiently, minimizing tax exposure and allowing you to capitalize on opportunities.
  • Estate Planning: Preserving wealth across generations requires careful planning. Our estate planning experts help you navigate the complexities of trusts, wills, and wealth transfer strategies to ensure your legacy is protected.
  • New Business Ventures: Whether you’re starting a new business or expanding an existing one, our team provides strategic financial insights to help your business thrive from the outset.
  • Buying and Selling Businesses: We provide expert advice during the acquisition or sale of a business, helping you navigate due diligence, financial structuring, and tax implications to ensure a smooth and profitable transaction.
  • Personal Bookkeeping and Accounting: We offer personalized bookkeeping and accounting services, helping you manage day-to-day financial details with accuracy and efficiency, so you can focus on what matters most.
  • Compensation and Stock Options: Navigating complex compensation packages and stock options can be challenging. Our team offers strategic advice to ensure you maximize your earnings while remaining compliant with tax laws and regulations.

EXPERTISE IN MANAGING CLOSELY HELD BUSINESSES AND ESTATES

In addition to personal financial services, VWC also has extensive experience managing closely held businesses, estates, and trusts for high-net-worth families. Whether you need guidance on succession planning or financial oversight for a family business, we provide customized solutions that align with your goals and ensure long-term stability.

THE VWC DIFFERENCE: UNBIASED, CLIENT-FIRST ADVICE

Unlike other firms, VWC, P.S. does not sell or endorse specific products or investments. Our only focus is providing unbiased, objective advice that benefits you. We act as your financial advocate, offering straightforward, honest guidance without any hidden agenda. As a result, many of our clients consider us their family CFO, trusting us to manage their complex financial affairs with the utmost integrity.

WHY CHOOSE VWC FOR HIGH-NET-WORTH ADVISORY SERVICES?

  • Over 50 years of experience working with high-net-worth individuals and families.
  • A reputation for trust, discretion, and personalized financial strategies.
  • A comprehensive approach that integrates tax planning, estate management, and business ventures.
  • Unbiased, client-first advice with no hidden agendas.
  • A dedicated team focused on protecting your wealth and enhancing your legacy.

PRIORITIZING YOUR PRIVACY

If you’re seeking expert financial advice that prioritizes privacy, discretion, and long-term success, contact VWC, P.S. today. We’ll help you protect your wealth, manage your legacy, and make confident financial decisions.