Helping families across generations.

Sheets Smith has over 40 years of experience working with multiple generations of wealthy families. We are well-versed in the unique challenges these families face and can provide insight on how to successfully navigate them.

A knowledge of wealth and a wealth of knowledge.

Many successful families struggle with how to pass on wealth. Senior generations often want to provide sufficient wealth so that their children and future generations can pursue their dreams and aspirations. They may also wish to create a legacy, by making a positive impact in their community through philanthropy. Sheets Smith can help families clarify their goals and formulate a plan to achieve all these goals. We can also provide financial education to family members, to help cultivate better stewards of wealth.

Investments

We can help grow your portfolio to ensure it remains sustainable for future generations.

Estate Planning

We employ advanced estate planning concepts and strategies, including estate and income tax considerations, special needs planning and charitable giving.