Shepherd Financial Partners | Wealth Transition
Shepherd Financial Partners is an independent, full-service financial and wealth management practice. Our goal is to provide you with superior, comprehensive financial and wealth management services in the context of a personal, long-term commitment.
Shepherd Financial Partners is an independent, full-service financial and wealth management practice. Our goal is to provide you with superior, comprehensive financial and wealth management services in the context of a personal, long-term commitment.
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Wealth Transition

Wealth Transition

At Shepherd Financial Partners, we partner with you to work toward your family’s goals for this generation and future generations.

High Net Worth

Family Services

 

The families we serve have worked hard to accumulate their wealth.  We have found that it takes dedication and expertise to transition this wealth to the next generation.

 

Our thought leadership has empowered families to create the next generation of great recipients, prepared to steward their family’s wealth and legacy. We have defined a process to combat  WealthFareTM, a financial condition where by an individual’s financial well being is dependent upon the wealth generated by previous generations.

 

Learn more about WealthFareTM.

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Our Capabilities

 

We offer an extensive range of private wealth management services for individuals and families.

  • Family Mission Statements and Legacy Planning
  • Click here to read, Preparing the Next Generation.
  • Investment Management
  • Custom Debt Analysis
  • Real Estate Consulting Services
  • Liquidity and Line of Credit Analysis
  • Estate Planning
  • Philanthropy Advising