Shelterwood's wealth advisory service is designed to help your family sustain both its financial wealth and its legacy.

A smart financial plan needs to be coupled with a system of values
and leadership that, like wealth, can be passed along from generation to generation. Shelterwood also provides advisory services on family education, governance and philanthropy in addition to budgeting, estate and tax planning and risk management services.

Shelterwood can provide these services as part of an integrated relationship that includes investment management, typically using its standard retainer fee structure. Or we can provide these services on
a short- or long-term consulting basis, without the investment management component.