Making an Impact Through
Innovative Wealth Transfer Solutions
The Wealth Transfer Group, Inc., located on Florida’s “Space Coast”, home of Cape Canaveral and The Kennedy Space Center, has been advising high net worth families on wealth transfer planning for 40 years. Over those 40 years, we have helped our clients legally and tax efficiently transfer billions of dollars to their families and chosen charities.
When you talk, we listen. We listen to everything you say, and we make ourselves acutely aware of every unique financial planning need you have including how your family dynamics can effect your goals. Listening is what our clients say sets us apart.
We don’t come into a new relationship with an answer or a product. We come in to discover your goals, objectives and dreams for your wealth. Only after understanding you can we design possible solutions and techniques to help you accomplish your goals.
Our core services include
“Over and over again, courts have said that there is nothing sinister in arranging one's affairs as to keep taxes as low as possible. Everybody does so, rich or poor; and all do right, for nobody owes any public duty to pay more than the law demands; taxes are enforced exactions, not voluntary contributions.”
CIRCUIT JUDGE LEARNED HAND
U.S. Circuit Court of Appeals
Commissioner of Internal Revenue vs. Newman
February 20, 1947
For 40 years, we have served high net worth families and individuals across the United States seeking to grow and preserve their wealth for future generations and philanthropic purposes.
We treat every client like family.
With every client, it’s personal. We aim to foster long-term relationships and to always be there for our clients when they need us. We are often one of the first calls our clients make when family or business circumstances rapidly change. They know we will listen first and help them through every situation and in understanding all of their options so they can make the best decisions moving forward. Because of this, many of our clients have turned into lifelong friends.
We know every client is unique, with one commonality.
We understand that every client is unique, which is why we first set out to understand thoroughly each of our client’s financial goals, fears, hopes, and aspirations. Every solution, like every client, is different. We help navigate the tough questions facing our clients, their family, and their future to provide solutions and recommendations that uniquely fit each situation and meet the best interest of each client we serve.
While all of our clients are unique, there is one thing that they all have in common…they are seeking advisors that understand their goals, someone who can provide counsel when needed, and quality service always. That is the secret to our success.
"The Wealth Transfer Group treats everyone like family. They are easy to trust because they explain everything so well and put themselves in the client’s shoes first, before they begin putting any ideas or recommendations together. They will also advise against an idea or solution even when it is more advantageous or profitable to the firm. They are all about doing the right thing and really love and care about their clients."
Third Generation Client
Robert C. Slane, CLU®, AEP®
As President of The Wealth Transfer Group, Robert works with high-net-worth clients and their advisors throughout the country to develop tax-efficient wealth transfer and estate plans. Robert has spoken at numerous national tax and educational conferences, appeared on CNBC’s Power Lunch and NPR’s Marketplace, and testified before the IRS and Treasury Department regarding proposed regulations on reportable transactions and patents. He is also past president of The Forum 400, an invitation-only organization of the top insurance professionals in the country that specialize in advanced planning concepts for business owners and wealthy families.
Robert says, “To do good estate planning, you must love someone or something else more than you love yourself.” This is a mantra that Robert and his team live by and promote daily in all of their business and client interactions.
ONE SIMPLE RULE GUIDES ALL WE DO
The philosophy of always doing what is right for our clients is something we share with our back office partner, Valmark Financial Group.
The Golden Rule Marble, encircled with a band bearing the inscription – “Do unto others as you would have them do unto you” (Matthew 7:12) – was created by Jesse Shwayder in 1910 as a timeless symbol for living, upon which he founded the Samsonite Corporation.
Fifty years ago, the founder of our partner firm, Valmark Financial Group, was given the Golden Rule Marble which became an enduring touchstone guiding the firm toward the highest ethical standards in all of its dealings.
When we joined the Valmark family of firms, the Golden Rule Marble was presented to us as a guiding principle in all of our practices:
– Serving as an industry model for relationships built on trust and mutual respect
– Addressing the financial needs of our clients with innovative, collaborative solutions
– Safeguarding clients’ best interests at all times
Watch this short video to learn how we “Bring the Golden Rule to Life”…in the lives of our clients and in all that we do.