Individuals & Multigenerational Families

Our services are best suited to individuals and families who have created or inherited substantial wealth and are striving to ensure the most appropriate use of their assets for current and future generations. By applying our knowledge of tax, trust, legal, accounting, and funding strategies, we can develop focused strategies designed to help you preserve, expand, manage, transfer, and distribute multigenerational assets. Working together, we can help you leverage the wealth you have today to help you maintain your lifestyle in years to come and efficiently transfer that wealth to future generations. Our services in this area include:

  • Investment Management
  • Retirement Planning
  • Education Planning
  • Estate Planning
  • Tax Planning
  • Insurance Planning
  • Multigenerational Wealth Transfer
  • Charitable Planning
  • Residency Planning
  • Estate Tax Liability Funding
  • Asset Protection