Wealth Transfer
Passing on wealth isn’t just about assets—it’s about intention. We help you create a tax-efficient plan to protect your legacy and ensure it reaches the right people, in the right way. By collaborating with your CPA, attorney, and trust team, we design a strategy that aligns with your values and goals.
What We Can Do For You
Collaborative Estate Planning
We work closely with your CPA, attorney, and trust team to ensure your estate plan is cohesive, comprehensive, and aligned with your wishes.
Legacy Preservation
Our strategies aim to protect your assets from unnecessary taxes and erosion—so more of your wealth goes where you intend it to: your loved ones, your business, or the causes that matter most to you.
Tax-Efficient Wealth Transfer
Transferring wealth can come with a hefty tax bill—unless it’s planned for. We’ll help structure your transfer strategy to reduce exposure to estate taxes, gift taxes, and other liabilities.
Trust & Inheritance Planning
Whether you’re setting up a trust or clarifying how and when beneficiaries will receive assets, we’ll guide you in putting the right tools in place to ensure a smooth, intentional handoff of wealth.
