Areas of Service
Faith-Based Wealth Management & Legacy Planning for High-Net-Worth Families Based in Southwest, FL
Comprehensive Financial Planning
At TrueVine Family Wealth Management, we cater primarily to business owners, entrepreneurs, and families navigating complex financial situations. We take a holistic approach to financial planning, addressing the unique needs of both your business and personal life, ensuring they are aligned to achieve your long-term goals. We support you in addressing key areas such as:
Liquidity Management
Ensuring you have access to cash flow for both personal and business needs.
Retirement Planning
Helping you define and plan for retirement based on your vision of the future.
Risk Management
Developing strategies for insurance and protection, including life, disability, and property and casualty insurance.
Investment Planning
Constructing the proper asset allocation to meet your personal portfolio benchmark.
Tax Planning
Structuring your finances to minimize tax burdens and maximize efficiency.
Estate Planning
Coordinating your essential estate documents to protect your family legacy.
Investment Management
We build diversified, tax-efficient portfolios aligning with your goals and appropriate risk.
Portfolio Construction
Creating customized portfolios using low-cost, passive and active investment solutions from the industry’s top fund and separately managed account.
Risk Management
Maintaining the right balance of risk and return to help manage portfolio volatility.
Private Investment Opportunities
For accredited investors and qualified purchasers, private offerings are accessible to help gain exposure to illiquidity premiums and risk mitigation.
Family Governance & Legacy
We help families align their values with their wealth, ensuring that future generations are well-prepared to manage and protect their inheritance:
Family Governance
Establishing frameworks for decision-making within the family to maintain harmony and shared goals.
Legacy Planning
Developing strategies to ensure your values and family goals are preserved across generations.
Philanthropy & Charitable Giving
Assisting you in making impactful contributions that align with your heart’s calling.
Charitable Giving Strategies:
Arranging the most tax-efficient giving structure to properly balance your charitable vision and effectiveness.
Impactful Philanthropy
Ensuring your charitable contributions make a lasting impact in areas that matter most to you.
Business & Private Asset Advice
We specialize in serving business owners and entrepreneurs and providing guidance around your private assets.
Business Financial Planning
Helping you manage the complexities of both your personal and business finances.
Succession Planning
Preparing you for a business sale or transition with strategies to maximize value and reduce cost.
Private Investment Advice
Evaluating an array of private market opportunities to help you grow your wealth beyond traditional investments.
Private Client CFO
We act as your personal Chief Financial Officer (CFO), providing ongoing financial oversight and strategic advice on all your financial decisions:
Multi-layered Guidance
Assisting with the decision-making process around businesses, property, or other significant assets.
Strategic Decision-Making
Helping you evaluate complex financial choices to ensure long-term success.
Coordination with Other Advisors
Working closely with your legal, tax, and business advisors to align all aspects of your financial life.
Lifestyle Services
Helping you create capacity by personally taking care of the day-to-day demands in your life.
Life Enrichments
We support some of the most complex needs surrounding your family, including education, home and estate management, travel concierge, and privacy protections.
Personal Care
Assisting your family with individual health, wellness, and long-term care resources.
“TrueVine Family Wealth is not engaged in the practice of law.”
Add asset allocation disclaimer: “Asset allocation, rebalancing, and diversification do not ensure a profit or protect against a loss.”
Invest in Your Future
TrueVine Family Wealth is ready to help you navigate life’s financial complexities with wisdom, integrity, and a commitment to your legacy. Contact us today to start a conversation about how we can help you achieve financial peace and prosperity.