Wealthy couples and individuals typically transfer their wealth to their family, charities and the government. When asked, most of the ultra-high net worth would prefer to transfer their wealth to their family and charities and avoid unnecessary taxation at their passing.
We design wealth transfer solutions for our clients that help them accomplish their wealth transfer objectives in the most efficient manner. We incorporate what we believe are the most appropriate strategies in any given family situation; every family is different, it’s not one size fits all. We pride ourselves on our creativity and ability to engineer strategies to effectively help meet our clients’ objectives, and consistently apply the most advanced estate planning strategies to accomplish that.
In the process of designing these solutions, we work closely with any existing professionals the client has, such as attorneys, accountants, and investment managers. Many of our existing clientele employ family offices, many of whom we have forged strong relationships with over our years in business.
Charitable planning is also of foremost importance to many of our clients – whether your aim is to develop a philanthropic legacy for your family, or simply to support your community, we offer creative solutions aimed to help achieve your personal or familial philanthropic goals without interrupting your family’s long-term financial possibilities.