Private Client Services
Planning for major life events, death or disability can feel overwhelming, especially when planning for the continued care of loved ones in your absence. Protecting your assets and wealth is essential and requires careful financial, estate planning and tax strategies.
We help our clients understand and navigate their estate planning options, including wills, trusts, powers of attorney, living wills, and other necessary estate documents while advising on strategies to protect their assets, minimize tax implications and avoid probate issues.
We help our clients create endowments, revocable and advance planning trusts, nonprofits, and other planned giving vehicles to fulfill their financial, tax and estate plan wishes. We also provide the strategies to clients on how best to protect their assets through privacy planning, asset protection trusts, and the utilization of legal entities.