Comprehensive Tax Planning

Tax strategy is at the heart of preserving wealth. We evaluate your complete financial picture to implement tactics that reduce your liabilities—from income tax and capital gains to estate and gift taxes. Our collaboration with your CPA or our in-house tax experts ensures seamless, year-round planning.

Estate Design & Wealth Transfer

We help you craft a legacy that aligns with your intentions. Our estate strategies involve wills, trusts, gifting strategies, and multigenerational planning to ensure your wealth transitions efficiently, privately, and with minimal tax impact to the people and causes you care about.

Charitable Giving & Philanthropy

Giving is powerful when it’s intentional. We help you structure donor-advised funds, private foundations, and charitable trusts that align with your personal values, maximize tax benefits, and make meaningful impact. Your generosity becomes part of your legacy.

Legacy Letters & Family Education

Beyond documents and numbers, legacy is about values. We guide you in creating legacy letters, conducting family wealth meetings, and fostering financial literacy across generations to ensure that your story, vision, and lessons live on.

Trust Administration & Fiduciary Coordination

Trust structures can be complex. We work with your legal advisors or trustees to administer and manage your trusts in accordance with your intent. We ensure proper funding, asset management, tax filings, and beneficiary communication.

Tax-Efficient Investment Structuring

Your investment strategy and tax plan should work hand in hand. We optimize asset location, harvest tax losses, and structure investments to reduce tax drag—helping you keep more of what you earn and grow.

Advanced Gifting & Wealth Transfers

For high-net-worth families, we design sophisticated gifting strategies—such as GRATs, IDGTs, and family partnerships—that support wealth transfer while taking advantage of available exemptions and valuation discounts.