High and Ultra-High Net Worth Individuals have typically arrived at a stage of their life where the focus is no longer on accumulation, but on Preservation and Transfer of assets. We will assist these clients with the design and implementation of strategies to
- Preserve wealth.
- Minimize estate taxes.
- Transfer assets inter-generationally in accordance with their goals and objectives.
Because we are not attorneys or tax accountants, we work hand-in-glove with our clients’ other professional advisors to implement any recommended strategy.