Specialized insight for family offices
Specialized insight for family offices
Intergenerational wealth management requires a sophisticated and disciplined approach designed to help achieve your goals and aspirations in any market environment. We apply this principle in assisting wealthy individuals, families and foundations with the management of substantial and complex portfolios. In the pursuit of preserving your financial future, we coordinate and help simplify challenging issues, including oversight and reporting requirements, investment due diligence and risk assessment, providing select families with a comprehensive range of custom services.
We act as your dedicated financial concierge, managing financial affairs across multiple platforms and professionals, designing carefully calibrated investment strategies and connecting you with opportunities and specialists, all while providing the utmost confidentiality and privacy.
Aside from assisting in managing and preserving wealth, we also strive to promote family unity. Our professionals pursue this through financial education offerings, family governance structures and a transparent communication style.
With the constant support of our experienced advisors, we strive to give you the confidence that comes with a holistic approach to your family’s financial affairs. One that aligns with your values and your mission.
Services Include
- Family Governance
- Legacy Planning
- Wealth Transfer
- Trust Services
- Wealth & Investment Management
- Banking & Lending Solutions1
- Insurance & Annuities2
- Risk Management
- Tar River Wealth Planning 109 N Main St Louisburg, NC 27549-2570
- T 919.496.1511
- F 919.496.5615
- Map & Directions
- Map & Directions
Tar River Wealth Planning, LLC (“Tar River”) is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about Tar River including our investment strategies, fees and objectives can be found in our ADV Part 2, which is available upon request or is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov. This website is limited to the dissemination of general information pertaining to Tar River’s investment advisory services. The information contained herein is not intended to be personal investment advice or a solicitation to engage in a particular investment strategy. Investments involve risk and unless otherwise stated, are not guaranteed.
ADV Part 3 CRS | ADV Part 2A | ADV Part 2A Wrap Fee Brochure