Downloadable Resources

You’re not alone. Our one-page checklist helps you prioritize the first 30 days after a job separation: severance and taxes, health coverage, unemployment benefits, retirement accounts, and equity deadlines—organized by week so nothing gets missed. Clear, steady guidance when you need it most. General information; not tax, legal, or investment advice.

Nearly 70% of Americans over 65 will require long-term care, and for high-net-worth couples the challenge is not paying for it, but preserving portfolios, protecting spousal income, and safeguarding legacy goals—making proactive LTC planning a vital part of wealth management.

With the expansion of Private Markets, Granite Harbor recognizes the significance of offering effective exposure to a growing asset class in investment portfolios.

Stay current of the latest tax changes with our 2025 Tax Rates, Schedules, and Contribution Limits with our latest 2025 Tax Reference Guide.

2024 Tax Rates, Schedules, and Contribution Limits with our 2024 Tax Reference Guide.

Many people think about life insurance as financial protection against premature death. The death benefit to be paid is a replacement for lost income and helps keep the family going. But most affluent families aren’t overly concerned with income replacement. Instead, wealthy families use life insurance to protect assets because of the specific tax benefits and ROI it can provide.

As a business owner or executive, you recognize the value of hard work and have achieved success through persistence and determination. You also understand that goals are best accomplished using a team of professionals collaborating to bring fresh ideas, innovations and perspectives. When it comes to wealth planning, it’s vital to take the same collaborative approach with trusted advisors to build upon a solid foundation and achieve maximum potential.

At Granite Harbor, we recommend business owners begin continuity and succession planning as soon as their business comes into existence. We also help business owners create and modify plans as needed, offering guidance to protect personal finances as well as the financial health of the business.

Learn more about alternative investments for high-net-worth clients.