Broker Check

Oakwell PWM - San Antonio, TX

Multigenerational Wealth Transfer

Often Private Wealth Clients find the need to transfer their wealth to heirs and/or charitable organizations. This may include setting up a Family Limited Partnership, establishing various types of trust, and maintaining certain documents. Through our C.P.E. Process and working closely with an Estate Attorney, your Private Wealth Advisor is able setup and guide a successful transfer of wealth. 

Experienced Advisor:

Dan Michel, CPA, PFS