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.

Scroll to learn how

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.

Learn more

Let’s talk about

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.

Learn more