Wealth Transfer

There are several gifting strategies and wealth transfer tools available to you to preserve a meaningful financial legacy for your family and other beneficiaries. Sinclair Risk & Financial Management’s works with affluent individuals, families, and businesses that want to protect their wealth while passing on their legacies to their heirs. We can do the same for you and your family.

We’ll offer you innovative solutions and strategies designed to favorably pass on wealth. Our advisors will be intimately involved in the planning process and will work closely with your attorneys and accountants to develop strategies in line with your estate planning goals. Some of the strategies we employ include:

  • Beneficiary Designations (using annuities, Life insurance, IRAs and retirement plans in designating your beneficiaries)
  • Life Insurance Trust
  • Irrevocable Trust
  • Revocable Living Trust
  • Charitable Trust
  • Dynasty Trust
  • Donor Advised Funds
  • Private Family Foundation
  • And More

Preserving your financial legacy.
Please give us call at 203.265.0996, or email us to discuss your investment goals. Our advisors will put together a proposal that presents optimal asset-allocation strategies, tax-reduction strategies and asset-protection strategies.