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Leaving a legacy is about more than minimizing taxes and designating heirs. It’s about passing on important values, helping heirs become effective stewards of wealth and implementing your vision for the future.
We start by helping bring your most important personal goals into focus. Understanding your goals, however diverse or potentially conflicting, allows us to identify strategies to address them.
Your private wealth advisor, together with wealth structuring specialists, work with your team of legal and tax advisors to identify an overall wealth transfer plan and the individual elements that may be needed to address your specific goals.
Working with trust, insurance and philanthropic specialists, your private wealth advisor and team will help implement the elements of your wealth transfer plan—whether it’s creating one or more trusts, establishing vehicles to address your philanthropic goals, using life insurance to help minimize the taxes paid by a trust, providing liquidity to offset estate taxes or fund a legacy of known value.
We understand the complexities that wealth brings, as well as the complications that can arise once the founding generation is no longer able to take an active role in providing direction and preserving a common family vision. We’ll work with you to identify and address the communication, planning and family governance issues that can help keep future generations unified around the goals that are important to you.