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Legacy & Tax Planning

<strong>Investing in your family</strong>

Investing in your family

Education, weddings, legacies and trusts for the generations to come - your financial goals probably include your dreams for your family. At the very least you want to make sure that you don’t become a burden to the next generation.

We help to ensure your financial plans maximize your ability to see to your needs and ensure that your estate is managed according to your values and priorities.

<strong>Estate Planning</strong>

Estate Planning

Although most know that estate planning is essential to protect both assets and loved ones, many people never quite get around to it because it doesn’t seem important yet.

It's never too early to begin to plan, and establishing a solid estate plan can help put life planning into perspective. We'll help you design a plan that cares for your loved ones in your absence, while helping to ensure that you're secure until then.



Many feel it's their personal responsibility to help make the world a better place through donations. We help clients create and maintain structures that ensure support of their favorite organizations is maximized, all while helping protect assets from risk and taxation. We also have tools to teach family stewardship and to begin or continue a transaction of gifting.

The world can be made a better place by investing in companies that have environmental, social, and governance guidelines in the way they do business, as well as allocated their budget towards fixing those issues.

Learn about Impact Investing & Philanthropic Opportunities

<strong>Tax Planning</strong>

Tax Planning

Taxes are a major concern for our clients. There are right ways and wrong ways to handle your retirement and investments when it comes to taxes. We work closely with your accountant to add valuable insight for a unified planning process. We evaluate new legislation on taxes and estate planning and how it affects you, integrating this knowledge and tax considerations into our investment decisions. 

Having walked numerous clients through liquidity events of stock options or a business, we develop strategies for optimizing those transactions and bring strategic insight to help you negotiate and come to the decisions best for you.

Estate Management 101

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
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When Special Care Is Needed: The Special Needs Trust

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.
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Are you certain that your wealth will transfer as you wish?

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