Estate Planning


We built our business working with high net worth individuals and entrepreneurial companies. We understand how to help individual clients realize their financial goals with estate planning, gift distribution, and philanthropy for their families and charitable organizations. 

Our estate and gift tax planning and compliance services include:

  • Review of wills, trusts, and other estate planning documents
  • Asset protection strategies
  • Business succession planning
  • Family wealth transfer planning
  • Family wealth education
  • Creating, implementing, and maintaining family governance structures
  • Integration of estate, gift, and generation-skip transfer tax planning and investment strategies
  • Estate administration and tax compliance
  • Valuation services related to wealth transfer planning 

Charitable giving and philanthropy services include: 

  • Consulting regarding family philanthropic goals
  • Integration of tax, family, and charitable objectives
  • Selecting charitable entities (foundation, trust, or donor advised fund)
  • Guidance on funding of charitable entities with identification of funding assets and timing of gifts to optimize tax savings
  • Coordination of grant making due diligence
  • Private foundation and other charitable entity administration
  • Tax and information return preparation
  • Independent audits for private foundations and other tax-exempt entities
  • Valuation services for charitable gifts of assets other than publicly traded equities

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