Trust & Estate Planning

AWM works with trusted professionals to provide specialized estate planning for owners of businesses and entrepreneurs. The planning they usually require involves managing financial resources through the strategic use of trusts, gifts, sales, and other income and wealth transfer methods. These methods implement family and philanthropic goals while minimizing income, gift, and estate taxes.

At AWM, our team will work with you and your family to guide you through the complicated process of wealth transfer. Our comprehensive client services with the help of estate administration professionals include:

  • Tax and legal strategies to minimize all types of taxes: estate, generation-skipping, and income
  • Distribution of assets in accordance with an estate plan
  • Customizing estate plans to the individual needs of clients and their family members across generations
  • Determining the best options for transferring wealth on a tax-efficient basis
  • Helping clients maneuver through the complex issues associated with succession planning for family businesses
  • Advising clients on the formation and operation of private family foundations
  • Assisting clients in developing asset protection strategies

We are proud of our ability to accommodate the unique needs, goals, and concerns of our high net worth clients. Our goal as your trusted advisor is to give you the peace of mind knowing your assets are managed with respect, expertise, and over forty years of experience.

In 2017, AWM Global Advisors was ranked by Advisory HQ as one of the top 10 Wealth Advisors in San Diego. AdvisoryHQ considered at a wide range of factors in the selection process including fiduciary duty, independence, transparency, level of customized service and years of experience amongst others. Details of the selection process can be found in the link below. Firms do not pay a fee to be selected nor are they advised that they are under consideration until after the selection is made. No employees or clients were interviewed during the selection process. Third-party recognition from rating services are no guarantee of future investment success. Working with a highly-rated advisor does not ensure that a client or prospective client will experience a higher level of performance. Methodology for Ranking Top Advisors in the U.S and U.K.