What's Included
- Charitable Planning: Support for Donor-Advised Funds, Trusts, and Family Foundations
- Estate & Legacy Coordination: Guidance for organizing strategies across generations
- Business & Legal Structure Review: Asset protection, ownership considerations, and entity strategy
- Liquidity Event Planning: Strategy for managing cash flow and taxes after major sales or windfalls
- Family Wealth Conversations: Help preparing for or facilitating meaningful discussions with your family
- Annual Summary: A high-level written summary to keep everyone aligned
Comprehensive Planning Package
Best for individuals and families with multifaceted financial lives - such as approaching or living in retirement, managing multiple income sources, navigating equity compensation, or planning for future generations - who want a trusted partner to help organize, optimize, and guide every part of their financial picture.
Your Planning Portal
The Maven Lane Planning Portal, powered by eMoney, gives you a secure, easy-to-use space to see your full financial picture.
Link accounts, track progress toward your goals, and store important documents-all in one place, accessible whenever you need it. It’s designed to keep you organized, informed, and confident every step of the way.
Maven Lane Tax Review
Taxes touch every part of your financial life. Your tax return is a financial fingerprint: it's completely unique to you, complete with valuable clues and information, all of which is buried in dozens of pages and hundreds of numbers.
Includes annual tax analysis and advisor-led scenario modeling for Roth conversions, income changes, or other tax-sensitive planning decisions - powered by Holistiplan.