You’ve been building a successful career or business. Now you’re looking to ensure that your wealth enriches your family without depriving your children of the drive and motivation they need to build a life for themselves independently.
Everyone needs an estate strategy to transfer wealth appropriately and tax-effectively – we can help with both. After working by your side through the stages of starting, structuring and growing your business, we will help you draft an estate plan to direct the course of your wealth.
We manage the complexities of planning estates of any size, even the most complex ones involving trusts, estate freezes, charitable donations, foundations, and other strategies for affluent families.