Expert Fiduciary Stable, Flexible Trustee Planning Resource Trusted Family Advisor

Trusted Family Advisor

Clients rely on us as a sounding board to discuss family wealth objectives before and after meeting with their other advisors. Since we know the family and understand the players and the finances, we can serve as a link between family members and other experts, for example. In advance of your planning, we can help you resolve such issues as:

  • How much should I give away during my own lifetime?
  • Who should benefit from my estate?
  • To what extent should I retain control over family wealth?
  • What type of philanthropic legacy should I leave?
  • How can I achieve family harmony in future generations and prevent money from being a source of conflict?

Once you understand the options and are ready to put your plan into action, we can lead the multidisciplinary team that implements it, actively participate in that team or be your liaison when you engage other professionals, such as an insurance agent, accountant or attorney.

Our wealth strategists are fluent in both time-honored and cutting-edge wealth transfer techniques, and they can deploy them to meet your specific needs.