Titan helps IRA Beneficiaries

Tax Optimization
Plan for estate, capital gains, and inheritance taxes with proactive strategies to protect long-term value.
Wealth Organization
Bring inherited assets, trusts, and accounts into one coordinated view for clarity and control.
Liquidity Strategy
Turn illiquid or legacy holdings into flexible capital through thoughtful divestment and reinvestment.
Advisory Support
Work with advisors who specialize in wealth transfers - helping you manage responsibility, family, and future planning.
Diversified Portfolio
Reinvest inherited holdings into a balanced, tax-efficient portfolio that aims to compound across generations.
Disclosures
This content is for informational purposes only and should not be construed as investment, tax, or legal advice. Statements regarding certain approaches are not guarantees and depend on individual circumstances. Discussions of trust or estate planning strategies are for general informational purposes only and should not be construed as legal advice. Titan does not provide legal or estate planning services. Titan recommends speaking with a qualified professional before taking any action. Any mention of securities, strategies, or asset classes does not constitute a recommendation.
You don't need to navigate alone

Heirs have a few key problems
Unclear asset structure
Complex tax exposure
Idle inherited cash
Lack of diversification post-inheritance
The service expected on Wall Street—made seamless, available, and to-the-minute
We are a full-service firm, handling high-stakes money situations for our clients


Wealth managed from the palm
of your hand
We do the work for you. Keep tabs on your money from anywhere with a beautifully simple app
Discover Why Titan
How Titan helps IRA Beneficiaries

Tax Optimization
Plan for estate, capital gains, and inheritance taxes with proactive strategies to protect long-term value.
Wealth Organization
Bring inherited assets, trusts, and accounts into one coordinated view for clarity and control.
Liquidity Strategy
Turn illiquid or legacy holdings into flexible capital through thoughtful divestment and reinvestment.
Advisory Support
Work with advisors who specialize in wealth transfers - helping you manage responsibility, family, and future planning.
Diversified Portfolio
Reinvest inherited holdings into a balanced, tax-efficient portfolio that aims to compound across generations.
Disclosures
This content is for informational purposes only and should not be construed as investment, tax, or legal advice. Statements regarding certain approaches are not guarantees and depend on individual circumstances. Discussions of trust or estate planning strategies are for general informational purposes only and should not be construed as legal advice. Titan does not provide legal or estate planning services. Titan recommends speaking with a qualified professional before taking any action. Any mention of securities, strategies, or asset classes does not constitute a recommendation.
You don't have to navigate alone.

Heirs have a few key problems
Unclear asset structure
Complex tax exposure
Idle inherited cash
Lack of diversification post-inheritance
The service expected on Wall Street—made seamless, available, and to-the-minute
We are a full-service firm, handling high-stakes money situations for our clients


Wealth managed from the palm
of your hand
We do the work for you. Keep tabs on your money from anywhere with a beautifully simple app
Discover Why Titan
Here's how Titan helps Heirs Optimize Tax

Wealth Organization
Bring inherited assets, trusts, and accounts into one coordinated view for clarity and control.
Tax Optimization
Plan for estate, capital gains, and inheritance taxes with proactive strategies to protect long-term value.
Liquidity Strategy
Turn illiquid or legacy holdings into flexible capital through thoughtful divestment and reinvestment.
Advisory Support
Work with advisors who specialize in wealth transfers - helping you manage responsibility, family, and future planning.
Diversified Portfolio
Reinvest inherited holdings into a balanced, tax-efficient portfolio that aims to compound across generations.
Disclosures
This content is for informational purposes only and should not be construed as investment, tax, or legal advice. Statements regarding certain approaches are not guarantees and depend on individual circumstances. Discussions of trust or estate planning strategies are for general informational purposes only and should not be construed as legal advice. Titan does not provide legal or estate planning services. Titan recommends speaking with a qualified professional before taking any action. Any mention of securities, strategies, or asset classes does not constitute a recommendation.
You don't have to navigate alone.

Heirs have a few key problems
Unclear asset structure
Complex tax exposure
Idle inherited cash
Lack of diversification post-inheritance
The service expected on Wall Street—made seamless, available, and to-the-minute
We are a full-service firm, handling high-stakes money situations for our clients


Wealth managed from the palm
of your hand
We do the work for you. Keep tabs on your money from anywhere with a beautifully simple app
Discover Why Titan
Here's how Titan can help Plan for Inheritance

Wealth Organization
Bring inherited assets, trusts, and accounts into one coordinated view for clarity and control.
Tax Optimization
Plan for estate, capital gains, and inheritance taxes with proactive strategies to protect long-term value.
Liquidity Strategy
Turn illiquid or legacy holdings into flexible capital through thoughtful divestment and reinvestment.
Advisory Support
Work with advisors who specialize in wealth transfers - helping you manage responsibility, family, and future planning.
Diversified Portfolio
Reinvest inherited holdings into a balanced, tax-efficient portfolio that aims to compound across generations.
Disclosures
This content is for informational purposes only and should not be construed as investment, tax, or legal advice. Statements regarding certain approaches are not guarantees and depend on individual circumstances. Discussions of trust or estate planning strategies are for general informational purposes only and should not be construed as legal advice. Titan does not provide legal or estate planning services. Titan recommends speaking with a qualified professional before taking any action. Any mention of securities, strategies, or asset classes does not constitute a recommendation.
You don't have to navigate alone.

Heirs have a few key problems
Unclear asset structure
Complex tax exposure
Idle inherited cash
Lack of diversification post-inheritance
The service expected on Wall Street—made seamless, available, and to-the-minute
We are a full-service firm, handling high-stakes money situations for our clients


Wealth managed from the palm
of your hand
We do the work for you. Keep tabs on your money from anywhere with a beautifully simple app