Estate & Philanthropy

Plan Your Future Now

Customized solutions for CEO Founders, Entrepreneurs, and families to preserve and enhance wealth, and help you achieve your long-term goals. We review existing estate planning documents and collaborate with your private legal counsel* to illustrate key points and effectuate your estate plan. We provide recommendations for asset protection, pre-liquidity transactions, legacy planning review, trusts and sophisticated trust structures, philanthropic planning, and advising on private foundations, and we offer sophisticated gift, estate, and generation skipping transfer tax planning.

We help you consider appropriate asset protection and liability management tools, and advise on life-changing events such as business transactions, inheritance, sudden wealth, birth of children and grandchildren, marriage, divorce or death. We are also happy to provide introductions to vetted advisors as needed.

*Clients must provide own legal counsel

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