Financial Consulting

Protection and Planning

Personal Liability Protection

Assessing the risk of personal liability is a critical process for high net worth individuals. Altree Wealth assists clients in establishing holding structures designed to mitigate any number of risks associated with asset ownership.

Estate Planning

Altree Wealth establishes estate planning strategies including, but not limited to: Purpose and Discretionary Trusts, Family Limited Liability Companies, Gifting, Variable Annuity Options, College Savings Plans, Qualified Trusts, and Charitable Remainder Trusts.


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