Continuity

Learn how FHWA clients make arrangements to ensure their hard-earned wealth transfers according to their intentions.

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Asset Protection

Living Your Best Life

Wealth Enhancement

Case Studies & Success Stories

Understanding Financial Situation After Loss

After a long battle with illness, our client’s husband passed. We worked with the client to update accounts and recoup overpayment of taxes.

Estate Planning After Business Sale

After selling their business, a couple received a sudden influx of wealth–$60 million—but realized they only had a very basic estate plan in place.

Continuity for Surviving Spouse and Family

Our client’s husband passed away a few years ago after a long, brave battle with cancer. The Financial Harvest team worked with the family to ensure her assets and legacy were protected for the next generation.

Collaborating with your Professional Network Team

Due to the sale of their business, our client came into a sudden influx of wealth totaling around $60 M. At the time of the business sale, only very basic estate planning was in place for their family.

Preparing the Next Generation

A husband recently received a large lump sum distribution from his company’s buyout. He wanted to strengthen his family’s financial literacy in the event he predeceases them.

A Family’s Sudden Loss of Husband and Father

Our client’s husband passed unexpectedly in the summer of 2020.