Trust and Estate Planning Guidance

For many of our clients, protecting and preserving wealth through astute and proactive planning is as important as growing their portfolios. We guide clients in trust and estate planning, investment structure, philanthropic giving and foundation management. Our team draws on extensive multi-disciplinary professional backgrounds (legal, accounting and business creation) to work with clients and their legal and accounting professionals to design and implement strategies to preserve wealth and accomplish generational transfers and philanthropic goals.