As many of our clients grow, they look to us for advice on the various ways to provide for their spouses, children, grandchildren, and other beneficiaries. We work with our clients to help build a plan of action and wealth transfer strategy for our clients and their families.
We frequently work with a client’s estate planning attorneys and/or other family members to ensure a client’s estate planning and philanthropic goals are being accounted for in their financial plans and investment portfolio. We have extensive experience managing trust accounts and charitable giving accounts for clients.
