No one understands
multigenerational planning better
than a multigenerational business.

Multigenerational Planning

Bogart Wealth is a multigenerational business.

Our culture is focused on preserving, growing and transferring wealth, particularly for families. Many issues arise as families struggle to find the best path forward. We believe that our own perspective and experience is unequalled in this area.

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There is no substitute for the experience of multigenerational planning for understanding the very unique challenges — and solutions — that present themselves. Our own personal experiences as well as our deep involvement in many of our client’s multigenerational plans have lead to the development of our multigenerational planning specialty, as those whom we’ve helped refer us to their closest friends and colleagues.

Contact Us for a Free Multigenerational Planning Consultation

 

 

 

Please Note: The scope of any financial planning and consulting services to be provided depends upon the specific requests and needs of the client.  Bogart does not serve as an attorney, accountant, or insurance agent. Bogart does not prepare legal documents or tax returns, nor does it sell insurance products. If the client desires, one of Bogart’s representatives, in their separate individual capacities, can be engaged to be provide insurance sales/services as described on Bogart’s written disclosure Brochure (a copy of which is available upon request), per the terms and conditions of a separate engagement and compensation.

White Paper

Net Unrealized Appreciation

Based on IRS Code Section 402, retirement plan participants may consider a net unrealized appreciation (NUA) strategy as a means

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