FAMILY WEALTH OFFICE
“Conservative Wealth Preservation and Growth”
Farm FLEX Family Wealth Office and associates serve the needs of families, individuals, corporations, family foundations, private trusts and private investment companies.
Whether you have already accumulated wealth and need conservative investments and/or management, or you need services to help with a recent inheritance, trust, estate and/or sales and dispositions of a business or real-estate with minimum tax implications, Farm FLEX Family Wealth Office and associates have the expertise and team to help identify your best options and implement a plan going forward. Our investment options are simple and conservative. We can invest for you or with you.
ASSET MANAGEMENT
INHERITANCE ESTATE / TRUST
SUCCESSION PLANNING
UNIQUE TAX STRATEGIES
REAL ESTATE SALES & ACQUISITIONS
BUSINESS SALES & AQUISITIONS
Helping Families and
Businesses
Invest, Preserve &
Grow Capital…
CONSERVATIVE INVESTING
ESTATE PLANNING
CHARITABLE CONTRIBUTIONS
• Tax Deferred or Elimination Programs
• Real Estate Disposition/Sale
• Business Disposition/Sale
• Inheritance/Estate/Trust
• Self-Directed IRAs
• Financial Planning
• Private Banking
• S&P Tax Deferred Growth Stock Index
• Tax Free Dividend Bond/Trading
• Real Estate Acquisitions *
(We can invest with you or for you)
• Farms/Timber/Sporting *
• Commercial/Residential *
• Current Investments
• Legal/Accounting