You are viewing a preview location.
Broker Check

Wealth Transitions


 Building Legacies, Minimizing Taxes, & Securing Futures


Estate & Legacy Planning

  • Trust creation and administration
  • Advanced directives & powers of attorney
  • Business Succession Planning

Tax-Efficient Wealth Transfer

  • Maximizing lifetime gift tax exemptions
  • Charitable remainder Generation skipping trusts
  • Utilizing tax advantaged accounts and strategies

Asset Protection & Segregation

  • Asset titling and ownership structures
  • Irrevocable trusts
  • Family limited partnerships
  • Insurance solutions
Four Key Pillars 

Four Key Pillars 

Successful wealth transitions require not just the transfer of assets, but the transfer of wisdom, values, and purpose. 

  • Estate Planning

    We strategize to minimize estate taxes and optimize the value of assets transferred to your heirs, while planning to safeguard assets from creditors, legal disputes, and other potential risks. We also structure provisions for loved ones and charitable endeavors in alignment with your preferences and priorities.

  • Tax-Efficient Strategies

    Our approach includes strategies to reduce tax burdens for both current and future generations, maximizing after tax wealth preservation and growth. We implement gifting and charitable giving strategies to leverage tax advantages and effectively allocate resources for your financial goals.

  • Asset Protection and Preservation

    Our comprehensive approach shields assets from potential risks such as lawsuits, divorces, and creditor claims. We prioritize the distribution of assets according to clients' wishes, even in unforeseen circumstances, maintaining family harmony and financial security for heirs.

  • Legacy Planning and Family Governance

    Create open communication and understanding among family members regarding wealth transfer plans, ensuring everyone is informed and involved. Establish clear guidelines for managing family assets and making financial decisions, promoting transparency and accountability. Preserve family legacies and promote philanthropic initiatives, leaving a positive impact on future generations and your community.

We Want to
Hear From You

Let's take the next steps together. 

Thank you!
Oops!