- Services
- Legacy Planning
Helping You Craft An Intentional Legacy.
Working closely with you and a team of financial, legal and tax professionals, we can help build a purposeful strategy that includes wills, trusts, powers of attorney and advance health care directives to sustain your wealth and values for generations.
Estate, Trust AND Legacy Planning
Laying the Foundation for Generational Wealth.
Any estate, trust and legacy planning should be rooted in your wishes for how your wealth will be managed beyond your lifetime. We listen to you and your priorities and can coordinate a team of professionals to ensure those priorities are reflected in your estate plan.
Our Services Include:
- Professional trust administration and investment experience
- Expertise in administration of charitable trusts and private foundations
- Objective decision-making based on the terms of the trust and applicable trust law
- A multigenerational team approach to serve and support multigenerational families
- An experienced staff to help beneficiaries understand how their trusts affect them
- Support navigating challenging family dynamics
- Communication and coordination between multiple beneficiaries, internal and external advisors, and co-trustees
- Privacy and security through avoiding probate
- A commitment to service, solutions and stewardship that is built on a personal and professional responsibility to sustain your vision
Legacy
As the complexity of your estate grows, how do you ensure that what serves your needs today continues to fuel your legacy? We can work in concert with legal professionals to solve your estate planning needs.
Here’s how we can assist:
- Provide trust administration and trust accounting
- Serve as professional trustees and personal representatives
- Coordinate generational shifts in estate plans
- Help manage the estate settlement process
- Administer irrevocable life insurance trusts
- Prepare fiduciary tax returns
- Offer advanced lifetime strategies for wealth transfer
Purposeful Giving
Maximize Impact Through Strategic Philanthrophy.
The reason you give is to make a difference in the world. But merely writing a check is rarely the most effective way to create an impact. That’s why we start by helping you discover your purpose—and how to give strategically. The goal is to maximize tax benefits while choosing the most effective philanthropic vehicles available for charitable giving.
Ways We Can Help:
- Coordination of personal gifts
- Tracking of lifetime gift exemption
- Private foundation administration
- Donor-advised fund assistance
- Charitable trust administration
- Grantmaking and proposal review
Ready to experience the human side of wealth®?
Let’s begin.
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