Sophisticated estate planning that ensures a seamless transfer of wealth across generations — with precision and purpose.
Your estate plan determines who receives what, when, and on what terms — and it governs how your business, your investments, and your personal assets transition to the people and causes you care most about.
We work alongside your legal and tax advisors to ensure your estate plan is not only technically sound, but deeply aligned with your intentions. We identify gaps, model outcomes, and coordinate the insurance, corporate, and trust structures that bring your plan to life.
- What We Cover
- 01 Will review and coordination with your estate lawyer
- 02 Powers of attorney and incapacity planning
- 03 Beneficiary designation review and optimization
- 04 Corporate estate planning and post-mortem tax strategy
- 05 Trusts — family, alter-ego, spousal, and Henson
- 06 Charitable giving strategies — donor-advised funds, charitable remainder trusts
- 07 Business succession planning integrated with estate objectives