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Wealth Planning

Our experienced wealth planners work closely with your legal and tax advisors to design and implement a wealth and estate plan that is driven by your personal goals and values and aligned with your overall investment strategy. This integrated approach allows us to proactively present you with appropriate planning opportunities as your wealth grows, your family changes over time, and the legislative and financial landscape shifts.

Wealth Planning Advisory Services

Personal and Family Objectives

  • planning for both near- and long-term personal and financial goals
  • family governance and education of next generation
  • family business succession planning

Wealth & Estate Planning

  • tax-efficient wealth transfer planning
  • insurance and liquidity planning
  • asset ownership and location: family trusts, LLCs, and partnerships
  • estate plan design and implementation
  • income tax planning
  • retirement asset planning

Philanthropic Interests

  • assisting with the design, establishment, and administration of a family foundation
  • advising on appropriate assets for charitable contributions
  • identifying philanthropic vehicles to accomplish your family’s charitable giving goals