Wealth Transfer

We work closely with clients’ tax and estate advisors in designing tax-efficient wealth transfer strategies. We actively promote client efforts to ensure that the wealth transfer process has a beneficial impact on future generations, passing not just monetary value but the unique goals and values of the family, including:

  • Multigenerational wealth transfer strategies
  • Charitable giving strategies
  • Next generation financial education and financial planning
  • Asset and income replacement strategies
  • Business succession planning
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