Wealth Transfer + Estate Planning

Houghton Financial Partners provides the financial products and services for Wealth Transfer Planning, Business Planning, and Asset Management. Our firm works closely with business owners and high net worth individuals to help you address the unique problems inherent in owning and running a successful business. Some of the financial concepts we develop include:

  • Exit strategies for closely-held business owners
  • Tax-efficient transfer of business to family members
  • Minimization of estate and gift taxes
  • Funding future estate tax liabilities
  • Capturing equity in closely-held business
  • Diversification of net worth
  • Utilization of charitable planning techniques to accomplish personal and family goals

Our services include ongoing consultation, concept development, strategy/product recommendation, strategy/product implementation, and monitoring and servicing the strategy. Through our strategic financial links, we are able to provide the high quality institutional solutions for our clients.