Wealth Transition Services

You have dreams and goals related to your wealth and estate, and the best way to achieve them is through a holistic approach. You’ll have different objectives throughout your life, such as planning for retirement, charitable giving and ensuring your family is taken care of.

Each of these comes with its own unique concerns and needs and addressing them can seem like a big project. You may even be stuck on how to identify your goals in the first place. If you're looking for ideas, opportunities and customized solutions, a review or the creation of an estate plan could be your next step.  We are able to review or create your plan from a tax perspective and illustrate how the numbers may play out for your family members under your plan. You'll gain peace of mind knowing your family and estate will be cared for if you map your future plans.

Your needs are complex and require the expertise of many professionals from varying disciplines. But getting everybody on the same page, and harder yet, keeping everyone on the same page, is more work than you want to take on. You need a team—your team—to listen, understand your goals and concerns, answer your questions and ask the questions you didn't think of. 

This requires planning, including:

• Tax planning
• Estate planning
• Investment planning
• Transition planning
• Insurance planning

Our professionals will work with you every step of the way to develop a plan that accomplishes your goals. We can help you identify and prioritize your objectives, determine available wealth, plan for success, and value and position your assets to maximize their contribution to your goals. Our holistic approach involves tax professionals, financial advisors, business advisors, estate planners and business valuation analysts who can help you meet your estate planning needs. We will ensure your priorities are understood and implemented cohesively by surrounding you with support and expertise, so we can learn what’s important to you and what makes you unique.