An incomplete (or out of date) estate plan. Between births, career changes, new properties, marriages and deaths, your estate will change over time. This means having a current plan to preserve your assets becomes vital.
Services Offered:
Legacy and Estate Planning Strategies
How We Help:
- Coordinating with outside legal counsel and tax professionals
- Multi-generational planning sessions
- Titling beneficiaries
An incomplete (or out of date) estate plan. Between births, career changes, new properties, marriages and deaths, your estate will change over time. This means having a current plan to preserve your assets becomes vital.
Services Offered:
Legacy and Estate Planning Strategies
How We Help:
- Coordinating with outside legal counsel and tax professionals
- Multi-generational planning sessions
- Titling beneficiaries
Inefficient charitable giving structures which fail to propel stated foundation missions and values.
How We Help:
Philanthropic Strategies
Services Offered:
- Charitable remainder trusts
- Grant management
- Investment selection
- Guidance on gifting, fundraising and spending policies
Inefficient charitable giving structures which fail to propel stated foundation missions and values.
How We Help:
Philanthropic Strategies
Services Offered:
- Charitable remainder trusts
- Grant management
- Investment selection
- Guidance on gifting, fundraising and spending policies
Not gifting to your heirs when you can. Or should. In our experience, extending wealth into the future begins with conversations today.
Services Offered:
Family Dynamics Counseling
How We Help:
- Tax-efficient gifting strategies
- Next-generation financial education
- Values-based investment strategies
Not gifting to your heirs when you can. Or should. In our experience, extending wealth into the future begins with conversations today.
Services Offered:
Family Dynamics Counseling
How We Help:
- Tax-efficient gifting strategies
- Next-generation financial education
- Values-based investment strategies
Short-sighted asset sales that lead to excessive taxation — and a reduction of associated wealth.
How We Help:
Portfolio Management
Services Offered:
- Tax-loss harvesting
- Strategic gain/loss planning
- Optimizing asset location
Short-sighted asset sales that lead to excessive taxation — and a reduction of associated wealth.
How We Help:
Portfolio Management
Services Offered:
- Tax-loss harvesting
- Strategic gain/loss planning
- Optimizing asset location
Inadequate succession or transition planning, which can potentially erase the gains built over years and represent a substantial portion of generational success.
How We Help:
Business Succession Implementation
Services Offered:
- Retirement planning
- Succession planning
- Employee Stock Ownership Plan (ESOP) coordination
- Buy/sell agreement review
- Business valuation coordination
- Buyout and acquisition loans
Inadequate succession or transition planning, which can potentially erase the gains built over years and represent a substantial portion of generational success.
How We Help:
Business Succession Implementation
Services Offered:
- Retirement planning
- Succession planning
- Employee Stock Ownership Plan (ESOP) coordination
- Buy/sell agreement review
- Business valuation coordination
- Buyout and acquisition loans