Our experienced wealth managers work closely with your legal and tax advisors to design and implement a wealth and estate plan that is driven by your personal goals and values and aligned with your overall investment strategy. This integrated approach allows us to proactively present you with appropriate planning opportunities as your wealth grows, your family changes over time, and the legislative and financial landscapes shifts.
We can help you put all the arrangements in place to transfer your wealth according to your wishes, at the appropriate time in your beneficiaries’ lives, and in the most effective and tax-efficient way. We can help foster communication among family members and provide the expertise necessary for ongoing management of assets such as a family business or vacation home.
Our wealth managers work with you to find the best way to build and transfer your wealth through generations. Our analysis will include charitable giving, wealth transfer and tax minimization.
Principles of Preserving Wealth
A Brief History of Estate Taxes
Charitable Giving: Smart from the Heart