Whether you are single or recently married, busy raising your children or busy building your career, time is at a premium and important financial matters can often go unaddressed. With advice that you can trust and experience that you can rely on, we are here to help you navigate the many complexities of planning for your family’s future and set you on the right course toward long-term financial success.
Life brings many changes, some expected and some surprising, some welcome and some unfortunate. From retirement to inheritance, from divorce to the sale of a business, each situation is as unique as you are. With great care and attention, we work to understand all aspects of your situation and draw on our extensive knowledge base of such situations to provide you with specialized service specifically tailored to your needs.
You have spent a lifetime carefully building and managing your wealth. Determining how to best transition your wealth to the next generation can be a difficult challenge, from deciding the structure of your estate plan to beginning conversations with the next generation about how to preserve and grow your life’s work. Most families that we counsel have similar goals, providing for children, grandchildren and philanthropic causes while minimizing estate taxes, but choose to implement their estate plans in very different manners and timeframes.
With first-hand experience on this matter, we have extensive knowledge about many of the important issues and decisions that arise during this process. When you are ready to begin the conversations about transitioning your wealth to the next generation, we set up a series of meetings with you to gain a deep understanding of your family’s goals and values.
Once we understand your needs, we recommend an asset allocation, an investment plan and a wealth transfer strategy and form a team with your attorney and accountant to implement your goals. At the appropriate time, we facilitate a bridge conversation between generations and set the wealth transfer process in motion.