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Individuals & Families

Estate Planning Strategies

Client Centered

How do you sustain wealth over multiple generations? How do you unite a family around a shared vision of what wealth means? How can you help to ensure that what you leave to future generations is used responsibly?

We can help answer these questions and the many others that come up when you start planning for your legacy. We work closely with you to understand what questions can and should be asked, and collaborate with your attorneys and tax advisors to develop a long-term plan that could include controlled gifting, the continued accumulation of family assets, and the tax-efficient transfer of wealth.

Leaving a legacy


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