W. E. Consulting
Our Services
Pre-established or custom-drafted trusts (e.g., revocable, irrevocable, charitable, or dynasty trusts).
Business entities like family limited partnerships (FLPs) or LLCs for estate and asset protection planning.
Life insurance policies (e.g., whole life, universal life) used in estate planning to provide liquidity or transfer wealth tax-efficiently.
Customized investment vehicles such as separately managed accounts, private equity placements, or family office pooled funds.
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Please select a Consultation. If you have any questions please email Office@weconsultingapp.com.
W E Counsel
We offer a range of business and family services that are designed to help manage each aspect of your financial life. Additionally, we can counsel on or create a tailored strategy for your business or family, advise on how to manage it, help you build it, and provide services that can be integrated into your overall wealth plan.
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