Our Capabilities . | . Estate Planning & Philanthropy

Estate Planning & Philanthropy

If you have accumulated significant wealth, you are no doubt concerned about how to best steward your assets to take care of family and worthy causes you are passionate about. You may want to fund the cost of grandchildren’s education or pass on the successful business you have created without undue cost. We help our clients protect their legacies and minimize transfer taxes using a variety of advanced estate planning techniques, including: irrevocable trusts, business buy-sell agreements, 529(c) college savings plans, life-time giving programs, charitable trusts, and private foundations. In concert with our strategic partner, Foundation Source, we also provide an integrated suite of services that automate the management of our clients’ family foundations. This turn-key service enables our clients to focus on their charitable interests, and not the day to day foundation administration, back-office, or legal and tax reporting that philanthropy requires.

Wealth Planning
Using our Total Wealth Plan™ process, we partner with you and your other advisors to create a multi-faceted plan for meeting your retirement lifestyle needs and preserving your wealth for future generations.

Investment Management
Our rigorous investment process is based on nobel prize winning research that proves that strategic asset allocation and passive investment management produce the highest net returns for investors.

Retirement Planning
By analyzing your entire financial situation, we help you quantify the cost of a comfortable retirement and create an investment and retirement income distribution plan that allows you to spend more of your time enjoying life.

Small Business Solutions
We help business owners maximize the return from their business with strategies to reduce taxes, save more for retirement and protect their company’s interests.