Wealth & Estate Planning

Wealth and estate planning is essential for high net worth clients with sophisticated needs. This extends beyond retirement planning to encompass strategies to preserve, enhance and efficiently transfer your estate to loved ones.

In partnership with our team of specialists, we offer customized solutions in various aspects of wealth planning:

  • Tax minimization and financial strategies
  • Insurance solutions
  • Retirement and estate planning
  • Business succession and philanthropy

Through a series of conversations and in-depth analysis, our Tax & Estate Planning professionals are inspired to work with my clients to create customized wealth plans that best suit their own unique financial needs, goals and priorities.

Drawing upon their full experience, expertise and knowledge, our Tax & Estate professionals will bring into focus your entire financial picture; delivering the most effective solution for you and your heirs.

If clients have other trusted advisors, they are invited to participate in this process.