Argent Family Wealth Services (AFWS) offers personalized solutions to assist high net-worth families build enduring legacies that thrive over multiple generations.
Our relationship-focused professionals take care to get to know our clients personally so that we understand the complete picture of their wealth and their goals. And, knowing that every client is unique, we strive to serve each according to what is in their very best, personal interest.
Utilizing a collaborative approach by a team of highly skilled experts—attorneys, CPAs, CFPs, wealth managers, trust officers and others—we craft and administer customized solutions to ensure a client’s goals are attained now and for generations to come.
AFWS experts can assist you with:
• Managing taxes and risk
• Planning for wealth transfer
• Planning for charitable giving
• Preparing the next generation
Learn more about each of these services on our Wealth Management Services page.