Pass on Your Assets and Values to the next generation
As a successful individual, you understand the effort to create and maintain personal wealth. Yet you may not realize how quickly estate taxes could sweep half of this wealth away.
So, while wealth creation can be complicated,
clients have three basic options when it comes to wealth transfer:
We think the same rules that guide your life should also guide how you handle money. Our team of professionals will work with you closely to make sure that your goals and values are passed on to the next generation
We review and assess all your legal documents, including wills, trusts, etc.
We provide a flexible asset protection plan to safeguard wealth.
We individually connect with each family member to understand their unique needs.
We help you find credit partners to support your real estate expansion.
We educate the next generation on passive income, taxes, and investing.
We provide comprehensive financial planning for effective inheritance utilization.
We capture your wisdom via podcasts, offering valuable advice for your family.
We address “what-ifs” to avoid disputes, covering pets, artwork, and collections.
We define investment rules, triggers, returns, and portfolio management.
We implement robust cybersecurity, protecting data and privacy globally.
Transferring wealth to the next generation is a complex and sensitive process that raises many questions. Taking all questions, concerns, and possible solutions into account, we work with families to create customized plans to bridge generational wealth.
A will outlines your wishes for asset distribution after your passing, while a revocable trust provides more control and privacy during your lifetime and after.
Creating a trust for your children can safeguard their financial future, ensure responsible management, and protect assets from creditors or divorce.
Strategies like trusts and gifting can help protect family assets and pass them down to future generations.
Yes, these documents are crucial for ensuring your medical and financial wishes are respected and your loved ones can act on your behalf in times of need.
These options simplify asset transfer, avoiding probate and ensuring a smooth transition to your chosen beneficiaries.
By implementing a well-structured estate plan, you can allocate assets to support your loved ones and charitable causes while ensuring your own financial security.