Multigenerational Wealth Strategies for Old Westbury's Distinguished Families
Old Westbury's families think in generations, not quarters. From Old Westbury Gardens to Friends Academy, this community's commitment to legacy demands financial planning built to endure across decades and heirs.
15 minutes from our Lake Success office
What Changes When Everything Works Together
Most advisory firms do one thing well and outsource the rest. At United Financial Planning Group, your investment decisions, retirement timeline, and tax planning reinforce each other, because the same team handles all three.
CFP® professionals, CPAs, and Enrolled Agents work side by side, not across town. Hover over a service to see how it connects to your complete financial picture.
Wealth Planning Built to Last Generations
Old Westbury families steward wealth across polo grounds, Gold Coast estates, and the private school traditions that define the community. The financial planning must be equally enduring.
Dynastic Wealth Planning
Old Westbury's families often measure their financial legacy in generations. We build multi-decade wealth transfer strategies that use dynasty trusts, strategic gifting programs, and family governance structures to preserve assets while preparing the next generation to steward them responsibly.
Irrevocable Life Insurance Trusts (ILITs)
For Old Westbury families with estate tax exposure, an ILIT removes life insurance proceeds from your taxable estate, providing liquidity to pay estate taxes without forcing the sale of real estate or business interests. We coordinate structure and funding with your estate attorney.
Private School and Boarding School Budgeting
Between Friends Academy, Green Vale, and boarding school placements, Old Westbury families may invest $40,000–$65,000 per child per year on K–12 education alone. We build long-range education budgets that account for tuition inflation and integrate with your broader wealth plan.
Art and Real Estate Portfolio Management
Old Westbury estates often include significant art collections and real estate holdings beyond the primary residence. We value these assets within your total portfolio, address insurance and preservation costs, and build strategies for eventual transfer or donation.
Fee-Only, Fiduciary Always
Old Westbury families have earned their wealth through discipline and discernment. Our fee-only structure reflects those same values: no hidden incentives, no product commissions, and no incentive to recommend products that pay us, so the advice your family depends on isn't compromised by sales incentives.
Why Old Westbury Families Choose UFPG
Old Westbury is Gold Coast legacy at its most refined, a village where the Phipps estate became Old Westbury Gardens, where polo is still played, and where families send children to Friends Academy and Green Vale before the nation's most competitive boarding schools and universities. The mean household income exceeds $412,000, and real estate values routinely surpass $3M. But the true financial complexity lies beneath the surface: irrevocable trust structures that need ongoing management, concentrated real estate positions, multi-generational gifting strategies, and the challenge of preparing heirs to manage significant inherited wealth. This is planning that operates on a timeline measured in decades, and it requires an advisor who thinks the same way. Our Lake Success office is fifteen minutes from Old Westbury, and we bring the patience and sophistication this community's financial lives demand.
A one stop shop for your
entire financial life
Financial Planning
A comprehensive roadmap for your financial future, built around your actual life and informed by deep tax expertise most planners simply don't have.
Learn moreHypothetical illustration only. Not actual client results. Past performance does not guarantee future results. Investing involves risk, including possible loss of principal.
Investment Management
Tax-aware portfolio management that considers how every trade, every rebalance, and every distribution flows through to your tax return.
Learn moreHypothetical illustration only. Dollar figures do not represent actual client results. Individual outcomes vary based on circumstances.
Tax Planning & Preparation
Proactive, year-round strategies to reduce your lifetime tax burden, prepared by CPAs and Enrolled Agents who already know your financial story.
Learn moreBuilt for Financial Lives That Don't Fit in a Template
Retirement Readiness
Retirement income gap analysis
Roth conversion strategy
Health insurance bridge modeled
Hypothetical illustration only. Dollar figures do not represent actual client results. Individual outcomes vary based on personal circumstances.
Fee-Only. Fiduciary. No Exceptions.
We don't earn commissions. We don't sell products. As a fee-only registered investment advisor, every recommendation we make is legally required to be in your best interest.
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States served nationwide
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