Wealth Transfer Strategies

Our financial planners at Sinclair Risk & Financial Management offer a number of gift-giving strategies and wealth transfer solutions to help high net-worth individuals distribute assets to family and other beneficiaries. We can discuss a number of techniques and vehicles that can assist in meeting your estate planning objectives, including:

  • 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

Strategies designed for you.
Give Sinclair a call at 203.265.0996, email us, or return the form on this page, to discuss your wealth transfer goals. We’ll present and implement optimal asset-allocation strategies, tax-reduction strategies, and asset-protection strategies.