For our clients with more than 20 million in liquid assets, we offer a High Net Worth Planning Service to provide customized tax and estate planning recommendations, trust solutions, Family Governance guidance, financial education for the next generation to ensure a careful wealth transition, overall wealth planning and business succession planning.
For business owners we develop a comprehensive and holistic plan focused on the business owner's personal and corporate planning objectives. Strategies related to business risk, transition, succession, retirement, and tax are identified and evaluated to address planning needs.
We work directly with your existing trusted independent advisors (e.g. accountants, lawyers, trust officers, board members, etc.) to better understand your goals and objectives, and provide integrated coordinated services to build and protect wealth.