Includes all facets of estate
planning: tax planning, asset protection planning, charitable planning, insurance and liquidity planning, and planning for
special family issues.We specialize in planning for high net worth estates.
Insurance Analysis and Product Design
We analyze and design life
insurance solutions for the high end market.We can help evaluate and design
policies whether your motivation for obtaining the insurance is liquidity based, investment based or simply a need to better
provide for your family.
Charitable Planning
We have deep expertise in all avenues of charitable planning.
Our goal is to integrate our client's philanthropic wishes with their overall family wealth plan. Not only do we structure
new charitable giving vehicles; but, we do significant planning with many pre-existing charitable structures in order to accelerate
the benefits to the named charity and maximize any potential benefit to the donor.
Investment Diversification Planning
We assist individuals in evaluating
the need for investment diversification and facilitating the development of a cost efficient diversification plan.This often proves challenging since concentrated asset positions are typically how families create their
wealth.
