Estate Planning Strategies
Estate Planning is a key component of successful Wealth Management. We can help you understand different estate planning techniques and strategies. We often provide estate planning guidance to clients even before speaking with an estate planner. We try to give the client a framework to work from and in some cases a schematic.
As part of our Family Office Services (view here), we have developed relationships with several Estate Planners that can provide guidance and work with us on your needs.