Wealth, and managing it, are complex endeavors.

Successful families often want to enhance their wealth and preserve a legacy that will last for generations to come. Yet, estate planning generally comes last in the high-net-worth family service cycle, preventing families from realizing the benefits of intentional, holistic planning.

At the same time, Family Offices and Registered Investment Advisors (RIAs) who work with such families face regulatory burdens that hinder their efforts to advise families in these areas.

We can help.

We work directly with Families having taxable estates to craft comprehensive estate plans.

For RIAs who choose to outsource estate planning and insurance solutions, Stavis Wealth serves as a business-to-business resource.

As an RIA ourselves, we perform all these services with a fiduciary commitment.

Stavis Wealth

Deborah Stavis

This department guides the overall strategic direction and management of the organization.

Executive Leadership

This department focuses on managing and optimizing the workforce, including recruitment, employee relations, and organizational development.

Stavis Wealth

Org chart

Teams

Executive Leadership

People Operations

Offices

Stavis Wealth

Org chart

Teams

Executive Leadership

People Operations

Offices

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