Legacy & Estate Planning Strategies
Legacy and estate plans are not static. We help keep your legacy and estate planning strategies up to date and focused on how to best transfer your wealth including philanthropic goals and family beneficiaries.
Our comprehensive services begin with a detailed look at your overall wealth management to ensure that your investment framework is congruent with your family's objectives, invested to minimize risk and integrated into one holistic plan.
Our plans are designed to help sustain growth while minimizing taxes and the effects of inflation.
We help you engage family members in the business of family. We work with you to establish clear goals and set a vision for the future. Only with family unity can we help preserve and enhance family wealth.
Wealth strategies are designed to grow wealth over multiple generations while taking the least risk to accomplish your family's goals.