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Wealth Planning

Our expert wealth planners collaborate with your legal and tax advisors to create and implement a wealth and estate plan that is guided by your personal goals and beliefs and is consistent with your overall investment strategy. This integrated strategy enables us to give you with suitable planning choices as your wealth increases, your family evolves, and the regulatory and financial landscape shifts.

Advisory Services for Wealth Planning

strong>Personal and Family Objectives

  • planning for both short-term and long-term personal and financial goals
  • family governance and next generation education
  • 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
  • assisting with the design, establishment, and administration of a family foundation
  • advising on appropriate assets for charitable contributions
  • identifying philanthropic vehicles to achieve your family's charitable giving goals