ESTATE & LEGACY PLANNING

Working in partnership with our tax and legal 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 intended heirs.  

Our capabilities include: 

MULTI-GENERATIONAL WEALTH TRANSFER & TAX OPTIMIZATION STRATEGIES

We help our clients develop strategies designed to efficiently transfer assets across generations while minimizing taxes and preserving wealth.  This may include working with their attorney to implement 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 working to reduce 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.  

An effective estate plan requires the expertise of a coordinated team of professionals. Together, they help ensure that your wealth is protected, your wishes are honored, and your legacy is preserved for generations to come. A well-rounded Estate Planning Team typically includes the following: 

Fiduciary Financial Advisor
Your financial advisor integrates investment, wealth transfer, insurance, and liquidity strategies into the estate plan. They help keep your plan aligned with your goals and coordinate updates as laws, markets, or family circumstances change.

Estate Planning Attorney
Your attorney drafts and updates legal documents such as wills, trusts, and powers of attorney. They ensure compliance with federal and state laws and design structures to protect assets and minimize probate exposure.

CPA or Tax Advisor
Your CPA provides expertise on income, estate, and gift taxes. They help structure wealth transfers for tax efficiency and ensure compliance with complex tax laws and reporting requirements. 

Each professional brings unique expertise, but it is their collaboration that truly strengthens your estate plan. Working together, your team helps you navigate complex decisions, reduce risk, and ensures that your legacy reflects your values, protects your loved ones, and stands the test of time. 

THE PROBLEM

We work closely with highly successful executives and professionals who are looking to protect their family wealth from potential risks, including divorce, lawsuits, and other unforeseen challenges. A common concern we help address is ensuring that family assets — whether business interests, real estate, or investment portfolios — are preserved for future generations and insulated from unnecessary division or loss. Our clients often come to us seeking guidance on how to:

✅Safeguard significant assets from exposure during a child’s or heir’s divorce.
 

✅Maintain control and continuity of family businesses or legacy investments.
 

✅Balance asset protection with flexibility to meet future family needs.
 

These situations can be complex, requiring thoughtful planning that protects assets while fostering family harmony.

OUR SOLUTIONS
We collaborate with each family’s legal and tax advisors to design a tailored plan that may include:

Irrevocable Trusts with Protective Provisions
We help implement trusts that feature discretionary distributions, spendthrift clauses, and other safeguards to protect assets from being considered marital or divisible property.

Family Limited Partnerships & LLCs
We guide clients in structuring family entities that help centralize ownership, maintain control, and provide an additional layer of asset protection.

Governance and Education
We support clients in introducing family governance frameworks and promoting awareness around strategies like prenuptial and postnuptial agreements, helping heirs make informed decisions that protect the family’s legacy.

By combining approaches such as these, we help families protect their wealth for generations to come — providing peace of mind while allowing flexibility as circumstances evolve. However every family situation is unique and we tailor each plan to reflect specific goals, values, and family dynamics.