We look at the needs of you and your entire family.

Clients who have taken advantage of our tax and wealth services to assist them in managing and preserving wealth often turn to us to advise them in developing and executing strategies for wealth transfers to future generations.   We have specialized training and years of experience in delivering these services in a way that satisfies the diverse needs of our clients and their families, addressing unique and often sensitive family and personal needs, as well as tax minimization strategies. 

We coordinate with our clients’ legal counsel and other advisers in the development and documentation of estate plans. During the course of estate planning, our clients often face a dilemma in deciding how their estates will be managed after they are gone.  In particular, the naming of executors and trustees who have the requisite experience and sensitivity to carry out their intentions and oversee asset management is one of the most difficult tasks a person will face during the planning process. 

As a result of our experience in such matters and our ongoing relationship with their families, our clients often consider us to accept the responsibilities of executors and trustees on their behalf, usually in concert with other adult family members.  This allows our clients the benefit of competent, objective and independent involvement in the continuing management of their financial affairs.