Succession planning for passing your assets
Pass your assets to family, business owners, and charities that are consistent with your values and
objectives.
From estate plans and buy-sell agreements, to charitable planning and balance sheets, we provide safe
paths forward.
Customized plans that support your goals and can be acted on immediately.
Our mission:
We help you with a succession plan that is consistent with your values
Succession planning is how you pass your assets to family, business owners, and charities so they will
be taken care of in the future.
The challenge is ensuring your values and objectives continue to influence how your assets are used
in the future.
That is why we don’t just do estate plans. We offer a sort of corporate governance to your balance
sheet to help your family sustain wealth with your values in mind.
If you have charitable intentions, we are here to assist. We will help you maximize the endowments you
give to your favorite charities for years to come.
Succession planning provides for your people for the rest of their lives
- Whether it is your family or the continuation of your business, succession planning takes care of your people.
- Sucession planning also maximizes your endowment and ensures the charitable causes you believe in can continue.
- We work with you to create a plan that guards your assets while empowering your beneficiaries.
We thrive on complexity.
You can benefit from our expertise if...
- You are wondering how to maximize your endowment so the causes you believe in can succeed.
- You want to transfer your business to others and ensure continuity and survival of your business.
- You want a thoughtful plan in place so you can pass assets in a way that is consistent with your values.
Let’s talk about
Tax Minimization
We help you identify the right financial and tax structures for your needs. With a deep understanding of your balance sheet, we provide lifetime tax planning so you can keep more of what you have earned.
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Wealth Preservation
We look at your balance sheet and provide a thoughtful approach to safeguarding the assets you own today and will own tomorrow. Our customized plans offer a clear action list of how you can create protections now.
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