ESTATE & LEGACY PLANNING

Working in collaboration with our Legal and Tax partners, we develop wealth planning strategies aimed at protecting our clients' assets, while minimizing their taxes and facilitating a seamless transfer of wealth to their heirs.  

Our capabilities include: 

MULTI-GENERATIONAL WEALTH TRANSFER & TAX OPTIMIZATION STRATEGIES

In partnership with our Legal Partners, we help our clients develop strategies in order to efficiently transfer assets across generations while minimizing taxes and preserving wealth.  This may include implementing a lifetime gifting strategy or establishing a legal entity or trust.  Examples include: a Family LLC, a Dynasty Trust, an Irrevocable Life Insurance Trust (ILIT),  a Grantor Retained Annuity Trust (GRAT), a Charitable Remainder Trust (CRT) or a Qualified Personal Residence Trust (QPRT).  

CHARITABLE GIFT STRATEGIES 

We work with our clients to help them achieve their philanthropic goals through Charitable Trusts, Foundations and Donor-Advised Funds while also potentially reducing tax liabilities. 

ASSET PROTECTION SOLUTIONS

We work with our clients to develop strategies to shield assets from potential creditors or legal challenges, ensuring the preservation of wealth. 

BUSINESS SUCCESSION PLANNING

We work with our clients to develop strategies to efficiently transfer the ownership and management of privately held businesses to ensure continuity and reduce tax consequences. 

FAMILY GOVERNANCE & EDUCATION

We work with affluent families and family offices in establishing governance structures while facilitating family discussions to promote effective communication, decision-making, and unity among family members. This may include creating family constitutions, holding family meetings and educating younger generations about financial stewardship.  

Your Estate Planning Team should consist of 1) an Attorney who specializes in Trust and Estate Planning, 2) a CPA or Accountant who understands the complex tax implications associated with transferring wealth and 3) a Fiduciary Financial Advisor who can provide wealth planning and asset management solutions to help you navigate the complexities related to your estate plan.  Each member of your Estate Planning Team plays an important role in ensuring that your legacy goals are realized for the benefit of your heirs.

YOUR FINANCIAL ADVISOR

A financial advisor integrates investment management, wealth planning and wealth transfer strategies into the estate plan while monitoring the estate plan regularly. 

YOUR ATTORNEY

An estate planning attorney specializes in drafting legal documents (wills, trusts, powers of attorney), provides legal advice ensuring compliance with state and federal laws and represents clients in probate proceedings.  

YOUR CPA

A CPA provides income and transfer tax expertise needed to optimize tax efficiency and compliance within the estate plan.