Planning Your Legacy

Time for a comprehensive, coordinated approach to achieving everything you’ve hoped for.

How can you ensure your wealth is sustained for future generations? What strategies will work best for those you care most about? These questions require not only careful consideration but also sensitivity to a broad range of factors: family dynamics, differing priorities, commitment to the values you have held dear, the preparedness of heirs, their ability to take over.

Our thoughtful advisors can help you clarify goals, create a well-considered strategy, tailor a comprehensive plan that successfully negotiates the complexities of passing wealth from generation to generation.

Our legacy services include:

Wealth preservation

Trust and estate services

Inheritance planning

Asset protection

Alignment of charitable gifts with values and intentions

Assessment of heirs’ capabilities and needs

Taxation

Lump sum distribution