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Wealth Transfer Strategies

Wealth Transfer Strategies encompasses a broad array of issues including but not limited to: Estate Planning, Legacy Planning, Trust Service, Special Needs Trusts, Philanthropic Strategies, Family Meetings and Business Planning. It takes a uniquely qualified and experienced advisor to partner with you to build a successful wealth transfer strategy. Through skillful use of a well crafted discovery process the right advisor can help you to uncover your most important issues and opportunities. Working with your advisor and attorney you will learn how you may most effectively use wills and trusts, optimal forms of property ownership, estate and gift taxes, philanthropy, and strategies for property transfer between spouses and through multiple generations.

We work with our clients’ attorneys, CPA’s and Trustee’s to design and implement various family trusts, family limited partnerships (FLP’s), family LLC’s, stock option transfers, special needs trusts, incentive trusts, grantor retained annuity trusts (GRAT’s), intentionally defective grantor trusts (DGT’s), and dynasty trusts as appropriate to clients’ objectives.

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