Wealth Management Consulting Services

Planning for both short-term and long-term financial and personal objectives

Family governance and education for the next generation in succession planning for the family company

Asset ownership and location: family trusts, LLCs, and partnerships; tax-efficient wealth transfer planning; insurance and liquidity planning.

Estate plan design and execution

Retirement asset planning and income tax planning

Aiding with the design, setup, and management of a family foundation and providing guidance on the most suitable assets for charitable donations.

Establishing charity vehicles to achieve your family's charitable giving objectives