Our Approach

Affluent families and successful businesses require sophisticated strategies.  With that in mind, we can also work with your other advisors to help you transfer wealth and develop strategies designed to help preserve your family’s legacy.  This can be accomplished through:

  • Living and irrevocable trusts
  • Family and marital trusts
  • Dynasty and other special-purpose trusts

If you are interested in furthering your family’s legacy through philanthropy, we can help you consider the following options:

  • Endowments
  • Foundations
  • Donor-Advised Funds
  • Impact Investing

Stifel does not provide legal or tax advice.  You should consult with your legal and tax advisors regarding your particular situation.