At Family Wealth Custodians, we offer retirement planning, investment management, tax planning, and short-term insurance solutions. Our focus is on helping you structure your wealth in a way that supports your income in retirement, manages risk effectively, and brings clarity to your overall financial position.

We mainly work with people approaching retirement, already retired, or families who want a clear long-term financial plan and ongoing professional support. • Successful professionals who have built meaningful wealth and want clarity around their retirement income, investments, and long-term financial future. • Individuals, couples, and families who want a clear financial plan that brings together retirement income, tax planning, estate planning, and passing wealth to the next generation. • Entrepreneurs and business owners preparing to move from business income to retirement income and wanting to structure their wealth with care and intention.

Before becoming a client, the first step is an Exploration Call. This is a short, personal conversation where we spend time understanding your goals, your biggest concerns, and the financial future you want to create. It is about more than numbers - it is about getting to know you, your family, and your priorities, and seeing whether we are the right fit to walk that journey with you.

If we believe we can add value, the next step is our 360° Information Gathering process. This helps us understand not only your finances, but also your goals, your family priorities, and where we can add the most value. We focus on: • Getting to know you and your family • Understanding your goals and concerns • Reviewing your current financial position

Our process typically includes an exploration call, information gathering, financial analysis, and a detailed report discussion where we take you through our recommendations and planning ideas. This includes: • 30-minute information gathering session • 2 to 3-hour report discussion • 1-hour post-report meeting to work through any final questions and next steps

Yes. Many of our clients come to us in the final years before retirement looking for clarity around whether they have enough, how their income will work, and how their investments should be structured.

Yes. We work with retired clients who want ongoing guidance around income, tax, investment strategy, and keeping their plan aligned with changing needs over time.

You can start by booking a complimentary exploration call with our team. From there, we can guide you on the next best step based on your needs.