Ensuring control and preservation of family wealth is important to you as well as those closest to you.

CIC Wealth has expertise in working alone or with a team of other family advisors to help devise and deploy asset protection programs that can help ensure you are prepared across multiple generations. Successful family wealth plans focus on the long term, consider the diverse needs of family members, and unite the family in a common vision for the future.

Together, we can:

• Help you define and express your values and goals through your wealth plan
• Provide wealth education to your family’s progeny
• Prepare you for generational wealth transfer of a family business
• Deliver top-tier investment strategies that will promote strong long-term growth
• Provide estate planning with a focus on preservation
• Help find solutions to your family’s biggest challenges
• Provide for a seamless transfer of wealth