Comprehensive data and research.
Management, service, and reporting for individuals and families; taxable and tax-exempt organizations.
Prudent planning for a client's retirement needs.
Inherited or sudden wealth presents its own set of issues, all needing intensive attention and management.
Our in-house expertise working with the most respected outside specialists.
Accumulated wealth will pass on to heirs with certain tax consequences. Structuring an estate plan to retain assets for those intended to inherit them is essential.
Creative trust design can protect assets and properly direct them to the intended recipient.
Taxes - how to best mitigate their impact.
Insurance can be a useful element in the successful execution of a solid plan.
Succession planning; strategic financing; advice for the independent business owner or partner.