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Financial Planning
Coordinating the moving parts of a complex financial life into a clear long-term plan. This is the foundation of every McNamara WealthMap.
McNamara. Wealth, Family Wealth Management
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More than investment returns
Managing family wealth well means thinking about more than performance. It means understanding how assets are structured, how they are protected, what the tax implications are today and in the future, and how wealth will eventually pass to the next generation.
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Clarity across generations
We work with families over the long term to bring structure and continuity to their financial planning, from inheritance tax planning and Section 72 cover to ensuring the right assets are in the right names at the right time.
The McNamara WealthMap
A plan that thinks about the generation after you.
The WealthMap process looks beyond your own financial goals to consider how wealth passes, what it costs to do so, and how to structure things so your family keeps more of what you have built.
Similar Areas of Advice
We advise across a focused range of areas to help our clients make clear, confident financial decisions over the long term.
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Retirement Planning
Retirement is the point where every financial decision you have made starts to matter most. We help you approach it with clarity and confidence.
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Business Continuity
Most business owners insure their premises and equipment without a second thought. Protecting the people the business depends on requires a different kind of advice.
Speak with us at a time that suits you.
Most conversations begin simply, with a desire to get a clearer picture of where things stand. If you would like to speak with us, we would be glad to hear from you. There is no obligation and no agenda beyond understanding your situation and whether we are the right fit for each other.
Alternatively, you can call us on 086 408 6023 or email info@mcnamarawealth.ie