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Our experienced wealth planners work closely with your legal and tax advisors to design and implement a wealth and estate plan that is driven by your personal goals and values and aligned with your overall investment strategy. This integrated approach allows us to proactively present you with appropriate planning opportunities as your wealth grows, your family changes over time, and the legislative and financial landscape shifts.
Wealth Planning Advisory Services
Personal and Family Objectives
planning for both near- and long-term personal and financial goals
family governance and education of next generation
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
retirement asset planning
Philanthropic Interests
assisting with the design, establishment, and administration of a family foundation
advising on appropriate assets for charitable contributions
identifying philanthropic vehicles to accomplish your family’s charitable giving goals
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