- Advanced Estate Planning
- Charitable Giving Guidance
- Trust Services (through The Private Trust Company)
- Enhanced Portfolio & Investment Analytics
- Tax-efficient Investing
Key questions we can help answer
- My net worth is concentrated in a family business and real estate, how can I diversify?
- I have a basic estate plan, but my net worth has gone up considerably since it was created – how do I go about addressing these changes?
- I do not want to pay “Uncle Sam” half of our family’s assets in estate taxes, how can we reduce potential estate taxes?
- Should we give to heirs now, through a trust, or through our will – what’s the advantages / disadvantages of each?
- Some of our family members are great with money, others are not. How can I ensure I care for my heirs from themselves and keep things fair?