Whether you’re planning for private school tuition, Ivy League ambitions or multi-generational legacy funding, our tailored education strategies help high-net-worth families align their wealth with their values.
Professional Education Planning Services
Education is one of the most meaningful investments a family can make. At Marbella Wealth, we provide comprehensive education planning designed specifically for high-net-worth individuals. Our approach goes far beyond traditional 529 plans.
Exclusive Offerings
- Customized Education Funding
- FAFSA and Financial Aid Optimization
- Investment Strategy for Education
- Timing and Withdrawal Advice
- Admissions Strategy Insight
- Legacy-Focused Planning
How We Work With You
Our process is both structured and personal. We begin with a deep-dive discovery session to understand your family’s unique goals, values and timeline. From there, we develop a tailored education plan that aligns with your broader financial strategy.
Discovery & Education Timeline
Understand ages, goals, school types, and legacy considerations.
Account & Asset Review
Analyze existing accounts, projected expenses and tax implications
Custom Investment Strategy
Create a growth plan for education-specific accounts that balances time horizon with risk.
Withdrawal Plan
Optimize distributions timing and method to reduce tax drag and preserve capital.
Advisory Integration
Coordinate with estate planners, tax advisors and education consultants.
Scholarship Planning
While high-net-worth families often have the means to pay for education outright, strategic use of student loans can still play a valuable role in preserving liquidity, leveraging credit and maintaining long-term investment growth. We provide guidance on:
Student Loan Planning
Just because you can pay full price for college doesn’t mean you should. At Marbella Wealth, we help high-earning families find smart ways to save on education through scholarships, grants and merit-based aid. It’s not about cutting corners–it’s about being strategic so you can support your child’s future without draining your portfolio or triggering unnecessary taxes.
What We Offer:
From optimizing how assets are held to avoid penalizing aid eligibility, to uncovering niche scholarships your kids actually qualify for, we make sure you’re not missing out. We also look at the bigger picture – aligning education funding with your overall wealth plan, tax strategy and legacy goals.
Let’s Make a Plan with Purpose.
Reach out to learn more