- Trust Advice/funding strategies to target personal goals
- Minimize estate taxes
- Manage assets
- Special needs family members
- Business succession plan purposes
- Gift/estate & income tax saving strategies
- Tax return preparation assistance
Our wealth management team assists you to preserve and protect your assets, provide for the future of your family, and fulfill your philanthropic wishes, while minimizing estate and gift taxes. Estate Planning is a crucial component of managing wealth wisely.
We offer sophisticated strategies and techniques for individuals with large estates or complex family relationships. Our approach includes estate planning within the context of your overall individual or business financial goals combining it with tax managing strategies and asset management. We are adept at mediating the sensitive family issues that estate planning may sometimes entail.
Our experienced financial planning professionals help to provide sophisticated tax management strategies—allowing you to work towards your financial goals.