As your long-term partner, we aim to protect wealth for future generations
Our knowledgeable financial advisors have deep expertise in estate planning. Our recent affiliation with James Murphy, esteemed family tax/estate planning advisor, provides you with a valuable resource.
We can design an estate plan that suits your family’s specific needs, whether it includes basic trusts or more complex arrangements, family partnerships, and philanthropic vehicles. We will partner with your estate planning advisors to produce a coordinated long-term plan. We can even introduce you to an attorney from our network if you need one. When it comes to execution, we can coordinate asset allocation and beneficiary designations.
Our Estate Planning services include:
- Estate tax management and wealth transfer
- Multi-generational planning
- Trusts designed to minimize estate taxes
- Family partnerships
- Dynasty trusts
- Philanthropic planning