Sophisticated Planning for Families with Complex Wealth
Engage with me in integrated tax and estate planning to create a thoughtful and workable framework for your family that protects your wealth, minimizes conflict and stress, and achieves your wealth transfer goals.
Tax Planning
& Preparation
We provide comprehensive tax planning and preparation for individuals, business owners, estates, trusts, and nonprofits.
Estate
Planning
Our personalized estate planning services help you secure your legacy while minimizing stress, taxes, and family conflict.
Family Business
Advisory
We support family-owned businesses with practical, hands-on guidance.
Business & Nonprofit
Bookkeeping
Accurate, efficient financial records for peace of mind.
Trust & Estate
Administration
We help fiduciaries fulfill their duties with confidence and precision.
Advisory Team
Meetings
We lead and facilitate communication between your tax, financial, and legal advisors.
Family Gift & Charitable
Planning
Create a thoughtful and tax-efficient gifting strategy for the next generation or charitable causes.
Document Support
& Organization
Helping you keep key information accessible and up to date.
Tax & Estate Planning
Our individual planning services are tailored to meet your unique needs, providing one-on-one guidance and support to ensure your planning goals are achieved while minimizing stress, family conflict, taxes and risks.
Our commitment to you is to implement your plans with assistance in asset titling, trust funding, tax compliance, and document safekeeping.
Family Wealth Administration
Our whole family oriented services bring the family together around shared goals and challenges, providing a supportive and interactive environment fostering communication, education, cash flow management and financial planning, document management, and asset protection in connection with the administration of family wealth.
We can also assist family fiduciaries in carrying out their duties as personal representative of an estate or trustee of a trust.
Advisory Team Meetings
We take ownership of planning projects and advisory team communications, ensuring a seamless and engaging experience. Our team approach means your advisors are consulted on tax, financial, and estate planning opportunities and strategies.
Keeping advisors informed and collaborating means your family goals and wishes are more likely to be achieved with fewer mistakes and less confusion.
Gift Planning
Our gift planning services are designed to create a sophisticated plan for the transfer of wealth to charities and/or the next generation now, either outright or in a trust, with consideration given to family needs, beneficiary dynamics, and tax minimization.
We can assist with gift tax preparation, trust funding, and asset titling to ensure your gift is timely and effective for tax purposes.