Trust, Estate Planning & Philanthropy
Trustee and Advisory Services
We offer a comprehensive suite of trust and estate planning services designed to protect capital and efficiently transfer wealth to future generations. We provide our clients access to a small group of highly experienced advisors dedicated to serving the unique needs of high net worth individuals and their families.
- serving as trustee or co-trustee
- creation of Generation Skipping trusts
- designing Insurance Trusts for estate tax purposes
- gifting strategies surrounding concentrated stock positions
- private company stock valuations and transfers