Wealth Transfer Planning

The firm is very successful in advising families in the efficient and effective transfer of wealth through the generations.  This is done by minimizing taxes, but more importantly by equipping trustees and beneficiaries with knowledge of how to best manage the various professional relationships of the family.  Our firm believes strongly that a family members should control their destiny, while also recognizing that special challenges arise requiring additional protection and management.  We diligently strive to create plans that not only work efficiently and in a manner intended by the client, but also in a way that will pass on family ideals and philosophies.