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Titan helps Heirs plan their Inheritance

Vintage illustration of a balance scale with a stack of coins on one side and an empty plate on the other.

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.

See Disclosures

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

match with an inheritance advisor
Detailed black and white engraving of a classical statue head with wavy hair and a laurel wreath.

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

Black and white illustration of two ancient Ionic columns with detailed volute capitals supporting a decorated entablature.
Three colleagues in a meeting room, with one man pointing at a laptop screen while the others listen attentively.

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

JOIN TITAN

Discover Why Titan

How Titan helps IRA Beneficiaries

Vintage illustration of a balance scale with a stack of coins on one side and an empty plate on the other.

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.

See Disclosures

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.

match with an inheritance advisor
Detailed black and white engraving of a classical statue head with wavy hair and a laurel wreath.

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

Black and white illustration of two ancient Ionic columns with detailed volute capitals supporting a decorated entablature.
Three colleagues in a meeting room, with one man pointing at a laptop screen while the others listen attentively.

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

JOIN TITAN

Discover Why Titan

Here's how Titan helps Heirs Optimize Tax

Vintage illustration of a balance scale with a stack of coins on one side and an empty plate on the other.

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.

See Disclosures

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.

Match with an inheritance advisor
Detailed black and white engraving of a classical statue head with wavy hair and a laurel wreath.

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

Black and white illustration of two ancient Ionic columns with detailed volute capitals supporting a decorated entablature.
Three colleagues in a meeting room, with one man pointing at a laptop screen while the others listen attentively.

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

JOIN TITAN

Discover Why Titan

Here's how Titan can help Plan for Inheritance

Vintage illustration of a balance scale with a stack of coins on one side and an empty plate on the other.

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.

See Disclosures

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.

Match with an inheritance advisor
Detailed black and white engraving of a classical statue head with wavy hair and a laurel wreath.

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

Black and white illustration of two ancient Ionic columns with detailed volute capitals supporting a decorated entablature.
Three colleagues in a meeting room, with one man pointing at a laptop screen while the others listen attentively.

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

JOIN TITAN

Discover Why Titan