A Fee-Only Fiduciary
Most Wealthy Parents avoid talking to their children about inheritance because they’re afraid. Not of taxes. Not of legal complexity. They’re afraid that knowing they’ll receive significant wealth someday will change who their kids become. It’s a reasonable concern. But the research says it’s pointed...
A year ago, the One Big Beautiful Bill Act permanently raised the federal estate tax...
The Tax Cuts and Jobs Act (TCJA) rates are now permanent. But the case for...
This article was contributed by Alistair Lynch of The Lynch Agency, Farm Bureau When...
“We start all relationships with a simple conversation to learn more about you. Investing your time with our team of professionals will pay long term dividends for you and your family.”
At Voisard Asset Management Group, planning is intentional and coordinated. As a Grand Rapids-based fiduciary advisory firm, we work with financially complex families and high-net-worth individuals to bring structure to significant assets, multi-layered tax considerations, retirement income design, and long-term legacy planning.
Our holistic process integrates investment strategy, tax efficiency, estate planning coordination, and income planning into one cohesive framework. The result is not a collection of accounts, but a disciplined strategy designed to adapt as markets, laws, and family circumstances evolve.
Founded in 2002, Voisard Asset Management Group is a fee-only independent financial planning practices in Grand Rapids.
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