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Our Clients > Education Planning
After the sale of his company, this technology company executive initially turned to GW & Wade for comprehensive financial planning. However, with five school-age children, his immediate need was education planning. He realized that private schools and college expenses would take a sizeable toll in his net worth, and he wanted a controlled approach to education funding. Our planning process led to the strategic combination of 529 plans and a family gifting program, which created appropriate pools of capital for the children’s education. By solving the immediate problem, we could now turn to the comprehensive financial planning he initially sought.
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Palo Alto, CA |
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