We all want to surround ourselves with people who share our values.

For us, those values are all about family, legacy and true life happiness.

And the people we’ve surrounded ourselves with have become lifelong client families.

Find out where 25+ years of family wealth management can take you.

A Program to Preserve, Grow and Steward Family Wealth

We are a specialized, well-credentialed team with expertise in tax, investing, estate and the complexities of family wealth. Our comprehensive wealth program for multigenerational families includes:

Intergenerational wealth planning
Specialized tax and estate strategies
Building a lasting legacy
Risk management and wealth preservation
Advanced retirement planning
Family business transitions
Top-down investment approach
Independent, objective advice

Visit our website or connect with our team to discover the full program.

RiceBarrett Family Wealth
3815 River Crossing Pkwy, Suite 200
Indianapolis, IN 46240

(317) 819-5430 | ricebarrett.com | [email protected]

Come meet with us