At R. Sales & Associates, we understand the unique challenges families face when caring for a loved one with special needs, whether physical, mental, or social. Our team has extensive experience supporting families in these situations, providing tailored solutions that foster independence, self-advocacy, and personal growth for the individual while preserving the family’s legacy.

We approach family governance with compassion and empathy, acknowledging the emotional, financial, and practical complexities that come with managing the needs of a dependent with a disability or social non-sufficiency. Our goal is to ensure that your wealth works to improve the quality of life for your loved ones and empower them to live more independently.

We begin by aligning with your family’s values, goals, and needs, ensuring that your wealth planning strategy reflects what matters most to you. Our personalized approach is designed not only to protect your family’s legacy but also to help you achieve long-term objectives, both financially and emotionally.

We provide direct support across a range of specialized areas, including but not limited to:

• Facilitation of Family Meetings: We help organize and facilitate discussions to address key decisions, align family members, and ensure everyone’s voice is heard in the planning process. These meetings foster understanding, transparency, and collaboration.
• Philanthropic & Charitable Giving: We guide families in making meaningful contributions to causes they care about, aligning charitable giving strategies with their values while optimizing the tax benefits associated with philanthropy.
• Next Generation Education & Planning: Ensuring that future generations are financially literate and equipped to handle the responsibilities of wealth is essential. We provide education and create plans that prepare the next generation for successful stewardship of the family’s assets and legacy.
• Financial Literacy & Legacy Discussions: We facilitate discussions around financial education for both the individual with special needs and other family members. This ensures that everyone is equipped with the knowledge needed to make informed decisions, manage finances responsibly, and understand the long-term implications of inheritance and wealth transfer.
• Professional’s Meetings and Mediation: In cases where professional expertise is needed, we bring together financial planners, attorneys, tax experts, and other specialists to address complex issues and provide guidance. We also help mediate any family conflicts that may arise during the planning process, fostering an environment of cooperation and mutual understanding.