Estate & Wealth Planning
Wealth is about more than numbers. Our in-house attorneys, accountants and specialists collaborate closely and actively with trusted external advisors to design comprehensive estate and wealth plans. These plans must take into account multiple aspects of a client’s life as well as aligning with family structures, succession goals, and philanthropic intent.
Our dynamic wealth and estate planning process is designed to address the comprehensive and evolving needs of our clients in collaboration with their other advisors.
A plan that grows with you
Our plans are tailored to the individual client from the beginning, with room to flex and change over time.
- Discovery
Short- and long-term objectives, cash flow needs, risk tolerance, estimated growth, charitable and impact investing goals, and legacy planning - Review
Assets and ownership structures, holdings, requirements, taxes, existing estate plans and more - Collaboration
With existing advisors and our integrated team of wealth and investment professionals - Strategy
Develop a customized plan, then diagram, implement and monitor it - Implementation
Discuss observations and recommendations, and follow through on the agreed strategy - Reporting
Consolidated performance reporting across all financial assets with access to online reporting and benchmark data