Successful planning requires collaboration and a long-term view – not simply 5 years, but 10 and 20 years down the road – in order to take advantage of opportunities that have the greatest impact.

It is our experience that the most successful families truly commit not only to planning for the transition of wealth to the next generation, but also to providing ongoing communication and education for family members, developing workable governance structures, planning for leadership succession, and re-evaluating wealth structures on a periodic basis. We work with families to develop, implement, and oversee customized approaches to address each of these important matters. Our strategic wealth planning process incorporates estate, trust, tax, philanthropic, and financial planning as well as risk management to develop sophisticated and comprehensive approaches to meeting your goals for the family as a whole and for each individual household.