Estate Planning

Our expertise investment management and financial planning, combined with our entrepreneurial thinking and a commitment to personal service will enable you to build and protect your wealth. We provide a comprehensive offering to high-net-worth individuals, businesses and families to grow and preserve their wealth.

By working with outside legal and tax specialists, we incorporate estate-planning techniques empower our clients to select the appropriate methods to meet their wealth transfer objectives. We also work within the estate plan to optimally position the assets of our clients to minimize their overall estate taxes.