Tax, Estate & Financial Planning

Since investing is just one aspect of managing your wealth, we also provide a range of services which address your various tax, estate and financial planning needs. In appreciation of your valued business relationship with us, we offer our clients a complimentary Will & Estate and Financial Planning consultation with our in-house legal and accounting professionals.

Team of Experts

The best results are achieved working in partnership with a team of professionals with expertise in other areas related to the management of your wealth. This includes legal and accounting, as well as various banking professionals. If you have an existing relationship with professionals in these areas, we will be happy to work with them. If you require a referral, we have access to select accountants and lawyers as part of our professional network.