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Our wealth planners collaborate with your legal and tax experts to build and implement a wealth and estate plan that is guided by your particular goals and values while also being consistent with your overall investment strategy. As your wealth grows, your family develops, and the regulatory and financial landscape shifts, our integrated strategy allows us to proactively present you with relevant planning alternatives.
Wealth Planning Advisory Services
Personal and Family Objectives
personal and financial goals, both short and long-term planning
family governance and the next generation's education
planning for the future of the family business
Estate & Wealth Planning
preparing for tax-efficient wealth transfer
insurance and cash flow forecasting
family trusts, LLCs, and partnerships are examples of asset ownership and location.
creation and implementation of an estate plan
preparing for income taxes
asset planning for retirement
Philanthropy
assisting with the creation, administration, and design of a family foundation
advice on proper assets to donate to charity
locating philanthropic vehicles that meet your family's charitable giving objectives
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