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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
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