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HOME / SERVICES / LEGACY & ESTATE PLANNING

BECAUSE PEACE OF MIND IS EVERYTHING

Thoughtful Strategies to Preserve Your Wealth for Generations

A well-crafted estate plan is a critical component of any comprehensive wealth management strategy. Our integrated approach ensures that your estate plan is aligned with your overall financial goals, providing a seamless transition of wealth to the next generation.

THE APPROACH

Our Integrated Approach to Legacy & Estate Planning

Rather than treating estate planning as separate engagement, we build it into your plan from the beginning - so that gifting, trusts, philanthropy, and succession decisions reinforce one another instead of creating conflicts.

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~$ 2B

ASSETS UNDER MANAGEMENT

CAPABILITIES

Our Legacy & Estate Planning Services Include

01

Wealth Transfer Strategies

02

Trust & Estate Tax Planning

03

Charitable Giving & Philanthropy

04

Business Succession Planning

05

Family Governance & Education

06

Asset Protection Strategies

FIDUCIARY STANDARD

A Fiduciary Approach to Your Legacy

As your fiduciary, we are committed to providing objective advice that is solely in your best interest. We work closely with your legal and tax advisors to ensure your estate plan achieves your specific goals.

Objective Guidance

Our recommendations are based on your unique needs and circumstances.

Coordinated Strategy

We collaborate with your other professional advisors to create a unified plan.

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Confidentiality & Discretion

We handle your personal and financial information with the utmost care & privacy.

~2 Billion

ASSETS UNDER MANAGEMENT

Since 2006

YEARS OF EXPERIENCE

CPA - CFA - PFP

OUR CREDENTIALED EXPERTS

AWARD-WINNING FIDUCIARY GUIDANCE

Award-winning fiduciary guidance

Our commitment to providing objective, client-first financial advice has been recognized by the Los Angeles Business Journal, which named RVW Wealth as one of the Largest Money Management firms, and we are proud to be in Forbes America's Top RIA Firms. This recognition reflects our dedication to the financial success and peace of mind of our clients.

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LARGEST

MONEY

MANAGEMENT

FIRM

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AMERICA'S TOP

RIA FIRMS

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LET'S BEGIN

A complimentary conversation about the future you're planning for

Meet with RVW Wealth advisor to review where you are today, what you want tomorrow, and the plan that connects the two.

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Email: contact@rvwwealth.com
Phone: (310) 945-4000
Address: 1880 Century Park East, Suite 200 Los Angeles, CA 90067

RVW Wealth, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training.

Important Disclaimer:

 

Past performance is not indicative of likely future results. This does not constitute or contain an offer to sell or a solicitation of an offer to buy any securities, nor does it constitute professional or investment advice. Rely only on information contained in the official prospectus and other materials provided by the custodian and relevant fund managers. This website may contain material errors or omissions and includes hypothetical illustrations that may not recur. Invest only after carefully reviewing all offering documents, including the prospectus, and consult with your financial, legal, and tax advisors before making any investment decisions.

Capital not guaranteed. All investing involves risk.

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