Estate & Legacy Planning

We cannot take our assets with us when we pass but we can direct wealth towards the people and causes that we care about the most. 

There are many issues to navigate when planning the direction of your estate or designing the parameters for the financial legacy you will leave to the next generation. 

We have the expertise and structure to be able to work with your Legal and Tax partners in order to design a plan for a smooth transfer of assets per your wishes while limiting the impact of taxes.