Having a smart charitable giving plan can make a difference in your financial life. Now and for future generations. We provide advice and guidance that balance your good intentions with the benefits of different tax and wealth preservation strategies.
It may be your estate plan. But it’s really not about you. It’s an expression of your love for your family and the things you care most about. A map to help the next generation bring your financial legacy to life. Our wealth advisors play a crucial role in helping you sort it all out. And years mastering the resources of one of the world’s most renowned trust companies and investment firms. They share this unique perspective with you and your attorneys to assist in your estate planning process. Because getting it right can be the greatest gift you ever give your family.
Creating your wealth transfer strategy
Reviewing your estate plans
When we help you review your estate plan, we do more than just check the boxes. We help you address the important, big-picture questions.
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