Wealth Planning
Our wealth planning and structuring services help you identify opportunities and determine what is most important to you in your financial life.
We evaluate the wealth planning strategies and resources available to you and coordinate with your tax and legal advisors to ensure that your plan is well-considered. We also stay engaged beyond the planning phase and work side-by-side with you as you strive to build and preserve your legacy.
How We Deliver
Coordinate with your tax and legal advisors to avail you of wealth structuring opportunities including the use of trusts, lifetime gifts and philanthropic solutions.
Advise on your fiduciary needs and help you evaluate personal or corporate trust solutions
Partner with your trustee to carry out all administrative and investment responsibilities
Provide family office services, including bill-pay
Track and report on all assets, including brokerage accounts, real estate, private and illiquid investments
Work with and educate the next generation
Connect With Us
Please contact us to have a conversation about your goals and how we can work together to meet them.