Forsyth Wealth Management, Inc

Family Wealth Management Website

Family Wealth Management Website

Our Family Wealth Management Website provides you with a level of coordination and control over your financial matters and leverages the absolute best that technology has to offer. Best of all, we provide this tool as a value added feature of working with us at Forsyth Wealth Management and allows our team to better serve your financial needs.

Your Family Wealth Management Website enables you to:

  1. View all of your accounts together, with balances updated daily
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Investment accounts, bank accounts, annuities, mortgage balances, credit card balances, stock option information, etc. can all be viewed and tracked, with balances updated daily. You can also list real estate, art, collectibles, life insurance, and any other personal assets.

  1. Store all of your important documents in one place
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Wills, trusts, living wills, powers of attorney, property deeds, business agreements, tax returns, insurance policies, medical information, property appraisals, birth certificates, drivers licenses, passports, and any other important documents can be scanned to your “personal secure digital vault” that you can access from anywhere in the world through an internet connection.

  1. Collaborate more effectively with your advisors
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With the Family Wealth Management Website, you can collaborate with your advisors by giving online access to specific documents in your digital vault to specific advisors. For example, you could allow your accountant to view your tax returns, your attorney to view your wills and trusts, etc. You can also print updated reports such as cash flow, balance sheets, projected estate taxes, asset allocation, insurance summaries, and more.

  1. Create alerts for important tasks
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Your Family Wealth Management Website allows you to set up automatic reminders to yourself — sent directly to your email address — for anything from anniversaries and birthdays to tax filing dates and CD maturity dates. It also allows you to create automatic alerts if an account balance goes below a certain amount, a stock option grant is about to expire, or your asset allocation has changed beyond a pre-set range.

  1. Track all of your award programs in one place
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Your Family Wealth Management Website allows you to track in one place your frequent flyer miles, hotel award points, credit card awards programs, and other point programs in which you participate.

 

Family Financial Website Video

Mr. Lavorgna is a member of the Society of Trust and Estate Planners, an international organization that advises multi-generational families.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of “Forsyth Wealth Management, Inc. and our editorial staff and are not to be relied on as legal or tax advice. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation.