Our Wealth Planning team takes an objective and holistic approach to help you identify potential issues and opportunities in your current plan. We know there are many factors to consider, and can help you navigate these while ensuring your wishes are respected and acted upon.
A plan structured around you
We are experienced in structuring complex wealth solutions, and addressing cross-border situations when applicable. Our team works seamlessly with you and your tax and legal advisors to develop and implement a strategy that is right for you.
Intergenerational wealth transfer
From simple gifting to more advanced planning with various entities, we can help you transfer assets to your beneficiaries in a manner that is consistent with your goals and objectives.
Fiduciary and administrative capabilities
Our U.S. fiduciary services have a heritage that can be traced back to 1903, representing a long, uninterrupted history of expertise in this area. Internationally, we can coordinate with leading third-party fiduciary service providers depending on your specific needs and country of residence.
Preparing and educating for succession
When wealth is transferred to future generations, we can work with these beneficiaries on the transition and educate them on the responsibilities of their role ahead.