Astra Value
Once a family has accumulated wealth, we believe future generations are vital to continuing the prosperity. We serve multiple generations within familiesā¤each experiencing a different life stage. Our team is here to implement pathways that provide the guidance family members need through their life journeys.
Family members ages 0-25 years
- Providing financial education regarding the complexities of family wealth
- Helping to establish open lines of communication
- Engaging family members in the family's philanthropic missions
Family members ages 25-40 years
- Offering education regarding the importance of careers and spending on the future of the family's wealth
- Providing guidance about the intricacies of managing family wealth
- Keeping up to date on your family's insurance and risk management needs
- Offering guidance on large purchases and family budgeting
- Continuing to help enhance the family's philanthropic giving strategies
Family members ages 40-65 years
- Helping to prioritize what's most important to you and your family
- Putting retirement and income replacement strategies in place
- Managing cash flow and debt
- Continuing to explore tax-efficient investment strategies
- Analyzing estate planning needs
Family members over 65 years
- Developing business succession strategies
- Providing analysis on the options for claiming Social Security and Medicare coverage
- Updating estate and legacy planning strategies