SUCCESSION PLANNING
Identifying the next generation of leaders and maintaining harmony for those choosing a different path.
ESTATE TAX PREPARATION
Strategies to minimize and defer estate tax and introducing tools to ensure there’s adequate liquidity to pay taxes without disrupting business growth.
WILLS AND TRUSTS
Ensuring the legal documents set out your plan so there aren’t disputes and your wishes are executed as you intend.
BUSINESS CONTINUITY PLANNING
Create, update and fund a buy-sell agreement to ensure that ownership is well structured in the event of an untimely death or disruption to the business.
Our comprehensive solutions are designed to support the unique needs of family offices:
PROJECT MANAGEMENT
Technical and organizational capacity to execute a multi-stakeholder plan from start to finish.
TECHNICAL ANALYSIS
The financial and product analysis to ensure your clients are making the best bottom-line decision for their situation.
ACCESSING INSURANCE CAPACITY
For high-net worth clients, we can extract the maximum amount of cost-effective insurance coverage from a marketplace that has limited risk appetite for large amounts of insurance.
NAVIGATING UNDERWRITING
We can ensure clients with lifestyles or medical histories that are outside the norm are being properly assessed by underwriters at carriers and reinsurers.
CREATIVE FUNDING METHODS
We can support you in creating policy designs that align with optimal capital uses for the business.
POLICY SERVICE COMMITMENT
We will remain involve to ensure all policies are properly serviced to fit the needs of our clients now and into the future.
CONFIDENTIALITY
We’re used to operating with discretion and tact.
EDUCATION
We provide financial education and guidance to family members of various ages and with different levels of financial decision-making experience.
FUND PHILANTHROPIC GOALS
Establish enduring charitable legacies.
FACILITATE SUCCESSION PLANNING
We help streamline the transfer of control from one generation to the next.