Protect Your Family’s Financial Future
Income Tax Planning
Substantial wealth usually brings about complex tax questions. We’re familiar with the unique tax issues of multi-generation high net worth families, and understand the tax implications of every decision you make.
Family Office Management
We manage the family office for wealthy families, handling day-to-day details such as banking, personal business services, insurance, bill paying, negotiations with vendors and medical planning. Our Client Advisory Services (CAS) team has your back.
Financial Management
Preserving your family’s wealth for the next generation takes careful management. We’ll craft a customized plan based on your goals, tax and estate planning opportunities, and other factors unique to your family.
Estate Tax Planning
Whether your family members want to transfer assets to the next generation or their favorite philanthropic causes — or a combination of both — our experienced estate planning professionals can help.
Succession Planning for Business Owners
When there’s a business tied to your family’s wealth, it’s essential that you have a qualified and experienced team at your side to guide you every step of the way.
Personal Financial & Retirement Planning
One size does not fit all when it comes to personal financial and retirement planning. Mainstream strategies that are advantageous for most are not necessarily suitable for high net worth families.
Trust Administration
Trusts offer many wealth transfer opportunities and tax saving benefits, as well as asset management protection from creditors.
Estate Planning Checklist
Start planning for the transfer of your wealth to the next generation
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Family Education & Next Generation Development
One of the most important ways to preserve wealth is to introduce the younger generations to your family’s values, philanthropic commitments, finances, business interests and best practices for financial management.
Family Communication
Our most successful high net worth clients commit to — and follow through with — regular, structured family meetings. We often facilitate those meetings, which bring together multiple generations and follow a prepared agenda.
Family Values & Legacy Planning
Through skilled facilitation, our team will help your family identify, fine-tune and craft your values into a cohesive family mission statement, which is the core of every financial, business and philanthropic decision you make. Strong family governance establishes a plan for the smooth transition of your family’s legacy and wealth from one generation to the next.
Philanthropy
When your family has a strategic philanthropic plan in place, charitable giving provides powerful tax and estate planning benefits to you and your family, along with the opportunity to support the causes you believe in.
