DEDICATED GUIDANCE FOR THE SPECIAL NEEDS FAMILY
If you’ve been searching for special needs planning advice, you’ve noticed many people can’t answer your detailed questions. Families, often overwhelmed and busy with other areas of life, are left with nowhere to turn.
At PALLADIO CONSULTING, we are different. We are devoted to walking you through the important stages of life, providing you with tailored advice for your unique situation and vision.
Who We Are
At Palladio Consulting LLC, we understand that ensuring the long-term financial security of a child with an intellectual or developmental disability (I/DD) requires careful planning, specialized expertise, and a coordinated approach. Families navigating these complexities need more than just financial advice—they need a trusted partner to oversee and integrate every aspect of their child’s financial future.
We provide a comprehensive, family office-style service, managing the intricate financial, legal, and strategic considerations that come with securing the best possible future for your child. From investment and trust management to navigating government benefits, tax planning, and estate strategies, we offer the expertise and guidance necessary to protect your family’s financial legacy while preserving essential support systems for your child.
With years of experience helping special needs families and the professionals who support them make informed, strategic planning decisions, we provide a concierge-level partnership—ensuring every detail is handled with care, foresight, and a deep understanding of what’s at stake.
Let’s create a plan that brings clarity, confidence, and security to your family’s financial future.
Our Special Needs Planning Services
We provide families with the expertise and strategic guidance needed to navigate the financial, legal, and governmental landscape surrounding a child with an intellectual or developmental disability. From trust and estate planning to tax strategies and benefit coordination, we take a holistic approach to securing your family's future.
ABLE Account Strategies
We help integrate ABLE Accounts into a broader financial strategy, ensuring they complement trusts, investments, and government benefits for long-term security.
Government Benefits Planning
With years of experience guiding families through the complexities and nuances of government programs, we ensure these programs work in harmony within a broader financial plan.
Settlement Planning
Financial settlements require careful planning to protect eligibility for benefits and ensure long-term financial security. We provide expert guidance to structure settlements in alignment with your broader financial goals.
Wealth Management
With a deep understanding of the unique considerations special needs families face, we provide tailored investment strategies designed to protect and grow wealth while securing the future of your loved one.
Retirement & Multi-Generational Planning
We craft customized retirement strategies that allow parents to plan for their own financial future while ensuring a seamless transition of care and financial support for their child.
Tax Planning & Estate Design
From structuring special needs trusts to navigating complex tax considerations, we help families protect and preserve wealth for future generations while ensuring their child’s lifetime needs are met with confidence.
What Makes Us Different?
Assisting families in the disability community plan for the future isn’t part of what we do, it’s ALL that we do. With over 3,500 families trusting us with the planning for their family, we understand that life is not defined by a diagnosis. With the proper planning, education and support, we can help ensure that the dreams and vision for the future are realized.
Finances and legal documents are an important part of the foundation to a successful plan, but our services don’t stop there. We are confident we can answer and help plan around any question or concern you may have as a part of the plan for your child or assisting in finding someone who can.
Special Needs Planning Process
We help people create special needs financial plans that span across two generations, bringing peace of mind to families concerned about providing financial support after the primary caregivers can no longer assist or if they pass away.
Resources and Community Involvement
Our team of special needs planners are active in the communities of our clients. We believe that being connected and supporting local organizations and missions allows our team to better understand the needs of special needs families and the resources available to them.
