We offer a full range of estate planning, business succession planning and wealth transfer services to help you accomplish your wealth transfer goals. Our unique process is designed to put you in control of your planning while allowing you to minimize estate tax and maximize the benefits of passing wealth to future generations.
We first help you to determine your wealth transfer goals and provide you a clear and complete understanding of your estate and any existing plan. Next, we identify the structures and techniques that may be useful in mitigating some of the key issues and challenges faced by affluent families such as estate tax, second and third generation productivity and asset protection. In doing this, we often create financial models to illustrate different scenarios and assumptions that help you evaluate the trade-offs involved in resolving important financial and family issues. These models typically add context, and are helpful in providing the clarity necessary to implement best-in-class estate planning solutions.
Working with the nation's best estate planning lawyers, we then help you document the strategies and changes that we identify. Lastly, as part of our continuing relationship, we monitor and review the progress of your plan to ensure your evolving goals and objectives are being met on an objective basis. To the extent the achievement of your goals is challenged by changes in market value, changes in the tax law, or changes in family dynamics, we suggest alternatives and work with you to modify your plan to ensure your goals are continually satisfied.
Our team of estate tax professionals averages over fifteen years of experience addressing the issues common to ultra-affluent individuals and business owners. All of our estate tax professionals are attorneys with advanced degrees in taxation and extensive prior experience representing clients in complex estate planning matters.
