Estate Planning and Wealth Transfer

We know our clients desire financial planning not only to protect themselves but to provide for their heirs. Depending on your specific wealth management goals, we can organize a plan that transcends generations. Estate planning and wealth transfer is the culmination of a comprehensive financial plan, asset management, and risk management. Laws and taxes that affect your wealth are ever-changing and in need of yearly re-evaluation. After reviewing your estate plan and understanding your specific family goals, we work with your estate attorneys and accountants with the goal in mind to maximize your family's future wealth transfer.