YHB Wealth provides an integrated wealth management service which includes multi-generational planning, financial education, strategies for funding trusts, advice on charitable giving, personalized reporting, and coordination with other business professionals to assist in risk management strategies. We understand the complex financial situations across multiple disciplines that require comprehensive, integrated, and objective advice.
The process begins with an extensive review of your goals, objectives, dreams and aspirations to develop your strategic plan. The plan includes details from current needs to goals for future generations. We assist in funding trusts, philanthropic planning, risk management analysis, household administration and coordinating with other service providers regarding estate planning, asset titling and protection.