Families & Individuals

Bradley Nuttall wealth managers are experts in the wide array of areas, including:

  • Estate planning issues and opportunities, including the use of wills and trusts
  • Optimal forms of property ownership
  • Estate and gift taxes
  • Philanthropy
  • Strategies for property transfer between spouses, and through the generations of the client’s family

We work with our clients’ legal advisers to craft and implement family charitable trusts that will meet with the client’s objectives.

intergenerational wealth

Sudden Money

A sudden windfall changes all the parameters of the way you live your life. It changes what you can do, what you no longer have to do, and where you choose to reside. So much changes so fast that it can be overwhelming.

We can help you grow accustomed to your new situation, work out your priorities, and achieve the life you want for yourself and your family.

 Divorcees & Widows

The loss of a spouse is one of the most traumatic events imaginable, yet in times of tragedy, many women find themselves forced into making complicated financial decisions.

Over the years, Bradley Nuttall has acted as adviser for many women, who have entrusted us with helping them steward their family finances. Our wealth consultation process helps them take care of the finances, so that they are able to concentrate on putting their lives back together and taking care of loved ones.

We are happy to elaborate on any query concerning your wealth or provide more detailed information on the subjects listed above. Please do not hesitate to contact us via phone or email with any queries you may have.