Stavis Wealth
Wealth, and managing it, are complex endeavors.
Successful families often want to enhance their wealth and preserve a legacy that will last for generations to come. Yet, estate planning generally comes last in the high-net-worth family service cycle, preventing families from realizing the benefits of intentional, holistic planning.
At the same time, Family Offices and Registered Investment Advisors (RIAs) who work with such families face regulatory burdens that hinder their efforts to advise families in these areas.
We can help.
We work directly with Families having taxable estates to craft comprehensive estate plans.
For RIAs who choose to outsource estate planning and insurance solutions, Stavis Wealth serves as a business-to-business resource.
As an RIA ourselves, we perform all these services with a fiduciary commitment.
Why Half the Stock Market Disappeared (And Where Smart Money Is Going Instead)
Risk Awareness, Resilient Outcomes: A Modern Look at Insurance
From Small-Town Texas to Venture Capital: How This Investor Is Powering Women-Led Success Stories
Wall Street to Main Street: A Vision for Smarter Investing
Mentorship That Lasts: From Boss to Business Partner to Trusted Advisor
Private Markets, Public Volatility & The Future of Investing
Why Our New CIO is Re-Engineering Investment Strategy
Avoid These Costly Business Mistakes! A CPA’s Guide to Growth, Taxes & Succession Planning
About Stavis Wealth
The Future Isn't Waiting: Shaping Tomorrow with Futurist Alexandra Whittington
What You Need to Know About Private Placement Life Insurance (PPLI)
The Legacy Lounge: Episode 12 Ed Berube
The Legacy Lounge: Episode 11 Nicholas Bohnsack
The Legacy Lounge: Episode 10 Julie Baker Fink, Ph.D.
The Legacy Lounge: Episode 9 Rachel Regan
The Legacy Lounge: Episode 8 Judith Flores Nisenson
The Legacy Lounge: Episode 7 Shelly Lesikar deZevallos.
The Legacy Lounge: Episode 6 Kiran and Puja Verma
The Legacy Lounge: Episode 5 Mayte Weitzman
The Legacy Lounge: Episode 4 Elly Hutchings
The Legacy Lounge: Episode 3 Kelly Zuniga
Can You Leave Your $25 Million Estate To Your Horse?
The Legacy Lounge: Episode 2 Wendy Farner
Why the Work We Do Is Important
Who is Stavis Wealth Transfer Solutions?
Why the Annual Gift Exclusion is a Little Giant
The Legacy Lounge: Episode 1 Rod Koenig