Locate & Update Your Most Important Documents
Review and update your essential paperwork for a clearer view of your financial situation, empowering informed decisions about your future.
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You’ve worked to create your wealth. Our commitment is to safeguard, nurture, and strategically manage it for future generations.
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Parents and children. Brothers and sisters. The needs of today with the goals of tomorrow. Multi-generational wealth brings with it unique challenges. When you have legacies to think about, you have a deep responsibility.
At Zuckerman Investment Group, we understand the challenges and more importantly, the opportunities of multi-generational legacy planning. We’re experts who are committed to your future, and we’re with you every step of the way.
300+
Families & Individual Clients
68%
Multi-Generational Clients
2005
Year Founded
Family to Family
Following his retirement as an early partner at Harris Associates, our founder, Sherwin Zuckerman, used his expertise in stocks and investments to start his own family office.
Sherwin found further success helping his family by creating a distinctive portfolio built with a long-term outlook. He wanted to extend his expertise, helping families beyond his own. In 2005, Sherwin founded Zuckerman Investment Group to provide similar guidance and support to other families.
Define Your Goals
Let’s understand what’s important to you now, and in the future.
Determine an Asset Allocation & Implement an Investment Plan
Design and implement a strategy that aligns with your unique financial circumstance.
Coordinate Your Team of Advisors
Collaborate with your advisors to optimize the strategy and objectives of your financial plan.
Estate Planning
Work alongside your trust and estate attorney to make sure your estate aligns with your financial goals.
Tax Planning
Work alongside your tax professional to implement efficient tax strategies.
Philanthropic Planning & Charitable Giving
Explore your charitable goals and potential tax implications to create and implement a strategy fit for your needs.
Educate Your Children on Your Finances
Trust and transparency with the next generation to prepare for wealth transfer and establish a secure financial future tailored to the needs of the entire family.
Involvement in Your Parent’s Financial Well-Being
A partner to help you manage and advise on your parents’ finances as they get older.
I know the opportunities that come with multi-generational legacy planning. We’re ready to work alongside you.
My father founded Zuckerman william hill slot gamesInvestment Group two decades ago, and today I work to maintain his legacy and support the next generation of clients. We understand the challenges involved in multi-generational legacy planning. Our team works with you, your family and your advisors to create a comprehensive plan that works for everyone.”
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Our Entire Team is Dedicated to Your Family’s Future
You don’t just have one advisor. You have a team of partners, all of whom know you and understand what you demand from life. And we work together to get you there.
Frequent Questions Multi-Generational Families Ask Us
We’re not another service provider. We’re your partner who sees the big picture. William Hill online betting appYour legacy is more than the sum of your services. That’s why we serve as:
- The connection between accountants, tax professionals, investment advisors, attorneys, and everyone else
- Family counselors who understand your unique dynamics
- Investment pros who protect the present and build for the future
- Forward-thinking partners who understand the need for legacy
We consider ourselves the quarterback of your advisory team.
Creating effective communication among your advisors to ensure they are aligned toward a collective goal requires a structured approach that our team will work with you to accomplish. We will get to know the team that supports your family and establish ongoing communication to share insights, ask questions and collaborate to reach your goals.
Yes. Life is busy, and it’s overwhelming to keep track or know what documents are important William Hill online betting appand when to update them. As part of working with our team, we will help you identify and locate important documentation that is necessary for your financial objectives. We will also work with your other advisors to make relevant changes that will benefit you in the long-term. If you don’t have something we think you should, we will let you know.
Your peace of mind is our priority.
Learn About Planning, Investing & More
Thoughtful leadership, analysis and outlook from our team of experts.
The Starting Point to Sustainable Wealth
You’re too busy to have salespeople try to push something on you. We just want to have the first of many conversations. Let’s get aligned on your future.