Estate Planning

Wealth planning is about more than retirement or wealth transfer. It is about fully realizing your and your family's specific goals and vision by marshalling the right strategy, resources and support. It starts with a thorough understanding of your situation and objectives and continues with thoughtful recommendations and close coordination with any other personal advisors. As external influences or personal circumstances change, effective wealth planning is consistently sustained through diligent management, the highest fiduciary standards of service, and proactive counsel.

We bring more than two centuries of experience to bear in serving our clients—there are few wealth challenges we haven't seen, or helped to solve. Equally important, we share our technical knowledge and deep experience with your other advisors, thoughtfully and collaboratively applying our resources to further your goals and ensuring a comprehensive wealth management plan.

Fiduciary Services
  • Trustee services
  • Trust, partnership and life insurance vehicles
  • Planning and communication with donors and beneficiaries
  • Tax planning and preparation
  • Family trust pooled investments and accounting
Wealth Protection & Transfer
  • Estate planning
  • Tax-efficient wealth transfer
  • Multigenerational strategies
  • Insurance strategies1
  • Dynasty and offshore trusts
  • Business succession and transfer issues
  • Philanthropic planning and administration
  • Charitable trusts
  • Private foundations
  • Pooled income funds
Asset-Specific Analysis & Planning
  • Business ownership and closely held assets
  • Concentrated wealth
  • Executive compensation
  • Retirement plans and IRAs
  • Real estate asset management
  • Other special assets
Estate Settlement & Administration
  • Asset valuation and distribution
  • Real estate services
  • Succession planning
  • Tax preparation
Family Governance
  • Family wealth education and seminars
  • Family insights governance and trust structures


EstatePlanning.jpgMy family.
Daughter graduation from CSU and son and my wife Marsha on the right.

HomeTestimonial.jpgWith long time clients Wanda and Joe in Addis Ababa Ethiopia