Next-Generation Legacy Planning
Start building a family legacy by preparing the next generations for the purpose of your wealth.
Maximize the transfer of your family’s wealth to future generations.
Advanced Estate Planning
Excess wealth requires advanced financial planning to make sure your assets transfer easily and with as little tax liability to your heirs as possible. Optima Asset Management helps make sure all your estate planning documents are in order, including proper titling and beneficiaries, so everyone has a clear picture of your assets and what you intend for them when you’re gone.
- Wills & revocable trusts
- POAs & end-of-life directives
- Education & preparation
Family Trusts
Irrevocable family trusts allow you to minimize estate taxes while maintaining some control of the funds during and after your lifetime. We’ll walk you through the pros and cons of various trust options and partner with estate attorneys to set them up.
- GRATs, GSTs, UTMAs, UGMAs
- Marital & QTIP trusts
- Trustee services
Intelligent Wealth Transfer
You want to see your family benefit from your wealth during your lifetime and support their needs and dreams long-term. We’ll employ sophisticated strategies to reduce taxes and minimize risk for today and tomorrow.
- Education planning
- Lifetime gifting strategies
- Real estate & LLCs
Why Working with Optima Is a Different Experience
Values-Based Guidance
Our wealth planning services start by listening to what matters most to you. Your goals and values guide our every recommendation.
Thoughtful Stewardship
Your wealth plan is designed to protect your assets for generations through disciplined investment, tax and risk-management strategies.
Fiduciary Advice
Protecting Your Family’s Wealth for Generations
Wealth Management
We start with a goals-based plan to manage and protect your wealth long term.
Investment Management
Our evidence-based approach focuses on controllable factors in an unpredictable environment.
Wealth Transition Services
As wealth transfers to each generation, we’re there to guide heirs through their inheritance with confidence.
Philanthropy & Charitable Giving
Involve your children and grandchildren in your legacy through active philanthropy.
Family Office Services
When your family enterprise requires more operational support, our team steps in.
All Services
Get large-firm planning services with a personalized, boutique experience.
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Learn More About Financial Planning for the Next Generation
Our Office
8144 Walnut Hill Lane, Suite 1180, Dallas, Texas 75231
Schedule a Meeting
We can meet in our Dallas office or online.
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