A Collective Approach
Every family's goals are unique. Thoughtful planning is often the key to success. We listen and collaborate with your legal and tax professionals in tailoring strategies to efficiently work toward your family's current and legacy goals. Working together, we apply effective tax, trust and estate planning techniques to optimize outcomes.
Investing your assets and managing your liabilities.
Tax, Trust & Estate Planning
Protecting your assets from creditors, litigators, and unnecessary taxes; passing your asset to the next generation with as little taxes as possible.
Next Gen Planning
Preparing heirs for their financial and intellectual inheritances.
We help families select and evaluate professional Trustees, identify appropriate states of domicile, pay bills and make distributions, and perform income and principal accounting.
Credit and Lending Services
Access to lines of credit, hybrid mortgages, and commercial real estate facilities can help you avoid having to realize unnecessary capital gains, or miss out on market returns.
Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations. Understanding how properly structured charitable gifts can provide current benefits for both the donor and the charity could be important for the charitably inclined.