Education Planning

Are you interested in funding the education of your children or grandchildren? There are a number of strategies and tax-preferential opportunities to consider. We’ll help you distinguish between them and determine the right solution for you and your family. Whether it’s paying for tuition directly or through annual gifts, investing in a 529 plan or establishing a trust, we can put you on track to make this important contribution for your children’s and grandchildren’s futures.

COVID-19 UPDATE: We take the health of our employees, clients and community as a top priority. During the COVID-19 crisis, the team at Bordeaux Wealth Advisors will be working remotely and are committed to remaining accessible to those we serve. We will continue to provide financial guidance and advice to help you navigate this challenging financial environment. Please do not hesitate to contact us at 650-289-2927