Formal Financial and Estate Planning
Just like snowflakes, no two individuals, and no two families are alike. Every family has its own dynamics and personalities. Guided by your objectives, we create a bespoke financial plan across all areas of wealth management— from helping you create trusts and estate plans, to implementing tax and gifting strategies. Every aspect of your balance sheet and income statement is explored. This plan drives everything else and goes hand-in-hand with your wealth management. We use the highest fiduciary standards of service and proactive counsel.
Strategic and Comprehensive Plan
Once a plan is in place, we only touch it during the formal annual review, or when a major life change and/or goal change occurs. Equally important, we share our technical knowledge and deep experience with your other advisors (i.e., estate planning attorney, CPA, etc…) to thoughtfully and collaboratively apply our resources to further your goals and ensure a comprehensive wealth management plan.
We treat every conversation with dignity and confidentiality. We understand that family dynamics can be complex and sensitive subjects are hard to talk about. We want you to be comfortable talking about every aspect of your financial life, knowing that respecting your privacy is at our core.
Your charitable gifts will remain aligned with your strategic, philanthropic and financial goals. Whether you need to develop gift-giving strategies, create a foundation or endowment, or receive overall philanthropic guidance, we deliver the right level of expertise with a focus on maximizing your tax efficiencies and protecting your wealth while you generously share it with those you love.