Family Wealth Board

At Archford, we have created an interactive board to help families easily understand how their wealth is positioned.

The board answers: “What are the most valuable assets you can pass to your family?” and “What are the least valuable assets?”

We will put all of the accounts and properties you have on the board, including:

– 401k
– Roth IRA
– Joint Account with Spouse
– Insurance
– Investment Accounts
– Home
– Business