Provide clarity, control, and confidence for the future
Estate planning isn’t just for the ultra-wealthyโitโs for anyone who wants to protect their family, business, and intentions. At Global Advisers, we provide strategic estate planning services that help you preserve assets, minimize taxes, and ensure your wishes are carried out with precision. Whether your goals include multigenerational transfers, charitable giving, or business succession, we work with you to build a plan that reflects what matters most.
Our estate planning solutions integrate with your overall financial strategyโcoordinating investment accounts, insurance structures, and legal directives to create a unified, forward-looking approach.
Built for Business Stability
A strong estate plan protects more than your wealthโit protects your intentions. We help business owners, executives, and families put the right legal and financial pieces in place to reduce uncertainty, avoid probate, and transfer assets efficiently.
From foundational documents like wills and powers of attorney to advanced techniques involving trusts, gifting strategies, and tax mitigation, our approach is structured, customized, and collaborative. We coordinate directly with your attorney or help you identify trusted estate counsel as needed.
We also address the often-overlooked areas of digital asset planning, healthcare directives, and business continuityโso your legacy extends beyond finances alone.
Business Account Features
Is It Right for You?
If youโve built significant personal or business assets, a well-structured estate plan is essential. Our estate planning solutions are ideal if:
Key Benefits
Estate planning doesnโt have to be overwhelming. With the right structure, you can reduce tax burdens, avoid legal disputes, and ensure your wishes are honored without confusion. Our team helps you take controlโbringing clarity to family planning, continuity to business transitions, and peace of mind to your long-term strategy.
Fees & Expenses
Estate planning services may be offered as part of a broader wealth planning engagement or as a standalone advisory service. We do not draft legal documents ourselves but collaborate with your estate attorney or refer vetted professionals. Our fees are clearly disclosed in advance and may be structured as a flat planning fee or part of a comprehensive advisory relationship.
Letโs Talk
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