Creating a legacy across generations.
The management of intergenerational wealth is one of most complex issues an investor will face. Our ability to anticipate your needs in this area is one of our most valuable consultation services.
The solutions we provide assist with wealth transfer and the achievement of philanthropic goals. Our services include responsible counsel for our clients to tax-efficiently transfer their wealth to succeeding generations. This can include family meetings to help shape the financial perspectives of children and heirs.