The Karstaedt Group is an experienced wealth management practice, committed to providing unparalleled advisory services to affluent, multigenerational families and their businesses. We recognize that one size does not fit all. As a part of our proprietary goals-based wealth management process, we meticulously analyze each facet of every client's portfolio, in conjunction with preparing a comprehensive wealth plan and cash flow analysis. Importantly, the process is collaborative in eliciting the financial goals and vision, unique to each client. We deploy a variety of financial, gifting and estate transfer strategies, to help clients actualize their goals and shape the legacy of their dreams. The Karstaedt Team utilizes our corporation's massive global footprint, together with the expertise of our many internal partners, to provide services in the following areas: Portfolio Management Tax Strategies Business Succession Planning Retirement Planning Education Planning Legacy Planning Philanthropic Planning Trust and Estate Planning Services *Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions. 