Family Wealth Management


As a successful individual, you are familiar with the hard work that goes into building and maintaining personal wealth. However, you might be surprised by how quickly estate taxes can eat up this wealth. Your assets have only three places to go: 1) Your family; 2) A charity or other designated beneficiaries; or 3) the Internal Revenue Service.

Utilizing specialized assessment methods and techniques, our ambition is to help you:

  • Create a plan to ensure proper timing, as well as adequate amounts, of distributions to your chosen beneficiaries.
  • Secure sufficient income for a spouse and/or dependents; fully utilize annual and lifetime gift exclusions; begin gifting programs to transfer assets and create financial security for children or grandchildren; establish charitable foundations.
  • Make the most of your ability to give to charity while lowering taxes and possibly increasing current income.
  • Balance distributions of estate and business interests among children working in the family business and those not active in the company; reduce or eliminate estate taxes.
  • Efficiently fund any remaining tax liability through the most cost-effective methods.

Meet the Team