Wealth Strategies & Stewardship
You will have a consistent review of wealth projections to ensure continued success while fully incorporating adjustments and changes.
Generally institutions view planning as a one and done exercise, however in my experience life just does not work on a straight line. Desires change, paths change and wealth changes and in addition some of the information that is estimated turns out to be higher or lower.
Given this, in my practice, you will experience that our fingers are on the pulse in this area by continual wealth planning conversations and regular reviews.
In addition, you will have access to our internal team of specialists when desired/needed.
Your wealth strategists are skilled at navigating opportunities to structure, preserve and optimize your wealth.
- Discovery, Analysis and Best Practices
- Sophisticated Wealth Planning and Structuring
- Corporate and Personal Tax Integration and Advisory
- Estate Preservation
- Estate Planning
- Cross-border Strategies
Your advisory team can assist you with some of life's most significant decisions including succession, inheritance, strategic philanthropy and your lasting legacy.
- Business Succession and Transition Planning
- Multi-generational Family Wealth
- Financial Fluency for Younger Generations
- Strategic Philanthropy, Foundations and Legacy Advisory