Transitioning Wealth

One of the benefits of achieving wealth is the ability to leave a family or charitable legacy. Frequently changing tax laws and evolving family dynamics often make this a particularly challenging undertaking. If you own a business, this creates an additional set of considerations.  Will future generations continue in the business? Is there an exit strategy? If so, how does this impact the management of your other assets? You may also be interested in making charitable gifts or funding education for your loved ones.

The sooner you begin planning for the eventual transition of your assets, the more likely you will have a successful outcome. We work in coordination with your team of estate planning and tax professionals to ensure that your wishes are carried out in the most effective and efficient manner possible.