Legacy Planning Solutions Tailored to Your Needs

We offer legacy planning services to help families achieve their estate and philanthropic goals while providing them with peace of mind that their assets are being protected, preserved and designated for generations to come.

We offer:

Estate planning and analysis

Wealth transfer planning

Philanthropic planning

Business transition planning

Estate tax planning

Preparing the next generation

We do this by:

Comprehensive document reviews with actionable recommendations

Constructing estate plans focusing on lasting legacies

Aligning charitable giving with family values

Pre and post transition strategy planning through a multi-generational lens

Tactical and strategic analysis aimed at reducing potential exposure

Educating and facilitating conversations on how to manage the impact of wealth