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A Broad Range of Services
Estate and Wealth Transfer Strategies
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Wealth Transfer
Effectively leaving a legacy to your heirs and favorite charities is complex, encompassing investment, tax and legal insights, expertise and resources. We work with our own outside counsel as well as your trusted advisor relationships to develop effective wealth transfer strategies that are aligned with your goals and values. Life insurance, generation-skipping trusts, business succession strategies, and charitable giving programs are among the many options we consider.
Estate Services
We also review your wills, trusts, health care proxies, power of attorneys and beneficiary designations to make sure they meet your estate and wealth transfer wishes. In conjunction with this, we provide guidance to help prepare your family members for an inheritance, corporate trustee services to ensure that your legacy endures and can act as executor to see that your wishes are honored.