Affluent families face more than just financial questions. They face emotional ones. How do we divide the estate fairly? What’s the right time to talk about inheritance? Are our children ready to handle wealth responsibly? And how can we ensure our success benefits the next generation?
At Afshar & Machaalani Group Private Wealth Management, we specialize in family financial planning that brings structure to complexity and clarity to sensitive conversations. We help you build a multi-generational wealth strategy that reduces tax, supports long-term goals, and fosters trust between generations.
You’ve worked hard to get where you are. Now it’s time to ensure your wealth does the same—for decades to come.
A high-trust process built around your values
Our first job is to listen. Before we talk numbers or solutions, we take time to understand your family dynamics, goals, and concerns. Are there blended family considerations? Is philanthropy important to you? Are adult children financially independent—or still finding their way?
These insights shape the strategy. Our role is to guide your family financial planning process, creating a relaxed and respectful environment where every generation feels heard. That’s how smart decisions get made—together.
Once we understand your vision, we create a plan that aligns with it. One that integrates investment strategy, tax efficiency, estate planning, insurance, and liquidity—because real family planning is never about one piece in isolation.
Tax-smart wealth strategies built for the long run
We understand that wealth isn’t just about what you earn—it’s about what you keep. That’s why our plans are designed with tax efficiency at the core. We help families:
- Minimize estate tax through smart use of insurance, trusts, and charitable structures
- Maximize income splitting, capital gains exemptions, and corporate planning tools
- Reduce tax exposure on inherited investments
- Coordinate with legal and accounting teams to ensure full alignment across your financial strategy
At Afshar & Machaalani Group, tax strategy drives everything we do—because even well-intentioned plans can fall apart if tax is left to chance.