Wealth Transfer Planning

We work with affluent families to design, implement and administer complex planning strategies addressing estate taxes and promote charitable giving. Our goal is to assure our clients that all prudent steps have been taken to reduce tax liabilities, and to create the most effective means to finance whatever liabilities remain. We work with attorneys, accountants, trust officers and other professional advisors throughout the design and implementation process. Dedicated resources to ongoing Plan Administration and “Due Care Reviews” help ascertain the plan’s effectiveness in accomplishing their stated goals.

For a Case Study click here to read about a success story from one of our clients.

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