Wealth Preservation
You’ve worked hard, made sacrifices, and took risks to accumulate your wealth.
It’s taken a lot to get where you are – but you’re not done yet. The wealth you’ve achieved today may not get you where you want to be tomorrow. Your wealth needs to be guarded, too.
We will never lose sight of this and will work just as hard to guard it.
Most people don't like to think about it
Regardless of your age or wealth, estate planning is one of the most important things you can do for those you love and for your legacy.
Organizing your affairs now safeguards your family's future, ensuring your legacy is preserved, and your business and charitable intentions are prioritized.
A comprehensive estate plan also dictates who you want to make decisions on your behalf should you become incapacitated. The more direction you can provide now, the less burdensome those decisions will be.
Estate Planning
Our approach is to help you establish a plan that involves the creation, preservation and distribution of their assets.
Wealth Transfer Strategies
We discuss wealth transfer strategies in depth, such as establishing a trust, forming a family limited partnership, or setting up other legal entities to minimize estate taxes and maximizing the inheritance for your heirs.
Partnering with Attorney
We work with your estate planning attorney or can tap into our network of attorneys to ensure your wishes are solidified through legal documentation.
Business Succession
We understand that your business is a vital part of your wealth.
You've dedicated countless hours and immense effort to build a successful enterprise. However, it may seem counterintuitive, but at some point, you must focus equally on crafting a business succession plan and determining how to step away from the company you've developed.
Succession planning involves navigating a complex landscape of business, family, tax, and estate considerations. Our team leverages our extensive expertise, along with the resources of our external strategic partners, to navigate even the most complex and challenging scenarios.
Risk Management
Insurance
Insurance needs vary, so we assess your existing coverage and degree of liability risk. After a comprehensive review of all personal and professional insurance aspects, you'll get recommendations that align with your long-term financial plan. Additionally, life insurance contracts require ongoing management and annual reviews. They are not "set and forget" assets.
Trusts
Trusts can offer you peace of mind in estate planning, allowing you to maintain control even after your passing. They enable you to manage long-term asset distribution, minimize estate and gift taxes, and protect your assets from creditors and lawsuits. Additionally, designating a trust as the owner of your investment assets provides numerous advantages.
Explore More of Our Services
Investment Management
A comprehensive, mindful strategy looks at how you've created your wealth and what you wish your wealth to accomplish. We start by understanding you, asking pertinent questions, reviewing your assets, and picking a range of investments to form a lasting portfolio.
Tax Mitigation
We have a network of CPAs and tax attorneys that offer holistic tax planning. Together, our team and our network of tax professionals work together to develop a unified strategy for your overall financial picture.
Real Estate
We provide custom real estate investment solutions for high-net-worth clients with an emphasis on diversification and personalized strategies for tax mitigation, wealth enhancement and protection.