Estates & Trusts

Whether you wish to leave gifts to provide for your loved ones for generations to come, or give to a cause you care about, we can help create a thoughtful estate plan to carry on your legacy.

Our focus is on furthering your mission in a manner consistent with your vision and values.

We’ll create an estate plan that fits in with your overall wealth management strategy, and our team will collaborate with your legal counsel and your tax team to help ensure that your assets are transferred to your beneficiaries according to your wishes and in the most tax-efficient way possible.

We’ll create an estate plan that fits in with your overall investment plan, and collaborate with your legal and tax teams to help ensure that your wealth is transferred to your beneficiaries according to your wishes and as tax-efficiently as possible.

A FEW THINGS WE CAN HELP WITH

  • Gifting Strategies to maximize the benefits of your gifts for your loved ones.

  • Charitable Planning and creation of tax-advantaged vehicles for the distribution of your wealth to the causes that are important to you.

  • Review of your plan to ensure it stays up to date as your life, needs and wishes change.

RESOURCES FOR ESTATES & TRUSTS

  • June 7th, 2025|
  • April 3rd, 2025|
  • April 3rd, 2025|

HOW CAN WE HELP?

Let us know what’s on your mind! Send a note to our Client Team and we’ll follow up with you as soon as we’re able.

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