Your estate plan should address your family’s unique needs and clearly define your intentions. Whether your situation may be straightforward, or you have more to consider such as a business, multiple properties, or a blended family, we’ll help you build a tax-efficient plan that considers the people and causes you care about.
Communication and education are vital to successfully transitioning and sustaining family wealth. In addition to developing a plan that considers both giving while living and through your estate, we can facilitate sensitive family discussions, and help prepare your children for their inheritance.
Incorporating charitable giving into a comprehensive financial plan is a great way to connect family values across generations and plan for tax advantages. Find out how we can help you enhance the impact of your giving, which may include setting up a charitable giving program.
Whether it’s helping your children buy a first home, transitioning the family business, or passing on a vacation property, formulating a plan to transfer your wealth effectively and efficiently calls for guidance.
Building, protecting and seamlessly passing on wealth requires advance planning and expert advice. Learn how our holistic planning approach creates bespoke solutions to help make the most of your wealth, now and for generations to come.
