You have worked hard to accumulate wealth. Is it going to last for you or your loved ones?

Your Family Trust or Institution has a plan that was developed years ago, is it still valid and would it work when most needed?

We believe that Estate Planning and Asset Protection are the cornerstone of any family considering longevity of their wealth. We have developed a unique process that allows our clients focus on what really matters for their estate planning, not just for this generation but for generations to come.

We partner with law firms that are able to provide legal advice, draft trusts and other legal documents, as well as advise on asset protection, business succession planning, and charitable giving. Our wealth managers work closely with the attorneys to ensure the advice is aligned with your overall goals. The combination of experience coupled with our coordinated approach forms an estate plan that fits in with your overall financial plan and goals.

Estates, Trusts, Family Limited Partnerships, Business Transitions, Family Boards and other innovative strategies are just a few tools that we deploy to preserve and grow wealth.  


ESTATE PLANNING SERVICES INCLUDE

  • CASH RESERVE AND CASH FLOW PLANNING

  • ESTATE AND FAMILY PROTECTION ADVICE AND EXECUTION

    • LIFE INSURANCE

    • DISABILITY INSURANCE

    • LONG TERM CARE INSURANCE

    • PROPERTY AND CASUALTY INCLUDING PRIVATE ESTATES AND VACATION PROPERTIES

    • PERSONAL LIABILITY, EXECUTIVE PROTECTION, RANSOM AND KIDNAPPING COVERAGE REVIEWS

  • EDUCATION FUNDING

  • RETIREMENT INCOME OPTIONS

  • WILLS, POWERS OF ATTORNEY, LIVING WILL AND HEALTHCARE PROXIES

  • TRUSTS, FAMILY LIMITED PARTNERSHIP, INVESTMENT ENTITIES

  • FAMILY BOARD FORMATION AND COACHING

Estate Wealth Design

We begin by asking questions and acquiring in-depth knowledge about our clients needs and goals. Our process gives our clients the ability to gain clarity about their priorities and allows them to focus on strategies.

plan execution

We bring to bear our extensive network and resources to help our client execute their plans into actions. We are independent and holistic in our approach whereby providing our clients with unbiased advice and access to quality advice.