Ğducate children and grandchildren on investing basics and the responsibilities that come with the wealth they will inherit someday.īruce Becker is one of only a few hundred Morgan Stanley Financial Advisors to have earned the firm’s Family Wealth Director designation.Ğstablish family governance guidelines and gain agreement from family members on how assets should be deployed. O Using trusts to remove sales proceeds from their personal estates and transfer shares to family members, while providing for other family members not involved in the business Plan and implement successful business succession strategies that may involve:.Refine their estate plans to help minimize taxes, avoid family conflict and make certain their wealth remains in the hands of those for whom it was intended.The clients who seek our guidance generally have concerns that go far beyond whether their investments are outperforming the Dow or S&P 500.Īt The Becker Wealth Management Group, we work closely with clients and their attorneys, accountants and other advisors to help them: Substantial wealth is almost always accompanied by complexity. And we also offer our commitment to remember that being included in our clients’ lives is a privilege that we will work tirelessly to earn and deserve. Together we offer the guidance to help you identify and surmount the obstacles standing between you and your goals. Michael Bernhard is a CERTIFIED FINANCIAL PLANNER (CFP ®) who helps provide clients with comprehensive plans that encompass not only their investments, but virtually every aspect of their financial lives. Jeremy Piwnicki is a Morgan Stanley credentialed Corporate Retirement Director who works closely with business owners, executives and corporations to enhance their financial plans, fulfill their fiduciary responsibilities and prepare employees for the next chapter in their lives. He has helped numerous clients transition from their businesses, plan their estates and prepare their families for the complexities that often accompany substantial wealth. Bruce Becker, the founder of the team, is one of the relatively few Morgan Stanley Financial Advisors to have earned the firms Family Wealth Director designation. The Becker Wealth Management Group is a team of experienced financial professionals who are dedicated to helping clients meet the goals most important to them, no matter how complex. None has ever told us that their primary goal was to beat a market index. A non-profit institution has a mission to accomplish and expenses that must be matched by donations and investment returns. A corporation may be seeking to improve employee loyalty and satisfaction by helping them prepare for life after work. An individual might be concerned about retiring in comfort and leaving a meaningful legacy without family conflict or excessive taxation. Through decades of advising individual and institutional clients, we have learned something that might not be readily apparent.īoth have specific financial goals.
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