This is a powerful, flexible system for modeling lifetime cash flows and estate planning alternatives. It allows you to illustrate a wide variety of basic-to-advanced lifetime and testamentary estate planning techniques. Effective use of it requires a comprehensive data set (i.e., all assets, debts, income, expenses, etc. are required).

Highest & Best Use

WealthTec FOUNDATIONS is best utilized for modeling comprehensive cash flows and estate distribution schemes on complex engagements. It's suitable for high-net worth and ultrahigh-net worth corporate executives, business owners and other individuals, especially those in the wealth distribution and transfer lifecycle phases.
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