Estate, Tax & Philanthropic Planning
Enhance Your financial impact
With proper planning, you can take advantage of significant tax benefits that will add value to your estate and charitable contributions. Tax laws in these matters are complex, and building a strategy requires an experienced navigator. We’ll take the helm. You make an impact.
Estate Planning & Trust Services
We start by listening to your goals. Then we present tax-wise strategies to help you reach them.
• Personal trust services
• Charitable trusts and family foundations
• Fiduciary investment management
• Trust administration planning
• Services for individual trustees
• Asset transfer and legacy planning
Tax Minimization Strategies
Keep more of what you earn through tax-efficient trading and investing strategies.
• Tax-efficient investment management
• Tax budgeting and monitoring
• Life insurance
• Concentrated stock management
• Roth Conversions
• Charitable Gifting
Philanthropy
Make an impact in the areas you’re most passionate about through charitable giving.
• Donor-advised funds
• Charitable grant solutions
• Endowment management
• Foundation consulting
• Planned giving strategies
• Charitable trust planning