We review investment accounts, beneficiary designations, ownership arrangements, and financial resources in relation to your estate plan, identifying issues that may require attention from your attorney or tax professional.

We coordinate gifting, charitable strategies, and family financial discussions so that wealth-transfer decisions reflect both your financial objectives and the people and causes that matter to you.

Assets intended for future generations still require thoughtful management today. Investment management considers the objectives of the trust or estate, income and distribution requirements, investment risk, liquidity needs, and the circumstances of current and future beneficiaries.

Gifts, asset transfers, concentrated positions, retirement accounts, and appreciated investments can create significant tax considerations. We incorporate tax planning into the financial strategy and coordinate significant tax matters with your CPA and attorney.

Transferring wealth also means preparing the people who may eventually receive or manage it. We help clients organize family financial discussions, communicate intentions where appropriate, and provide financial guidance to family members as part of a broader multigenerational strategy.

We manage investment assets held in revocable and irrevocable trusts, aligning portfolios with the trust’s objectives, time horizon, distribution needs, beneficiaries, and broader financial circumstances.

Beneficiary designations and account ownership can materially affect how assets are transferred. We review retirement accounts, investment accounts, insurance policies, and other financial assets for consistency with the broader estate strategy and flag potential issues for legal review.

Taxes, expenses, family obligations, business interests, and other commitments can create liquidity needs at precisely the wrong time. Investment resources and insurance and risk management can be evaluated together to determine how those obligations may be funded.

For clients who want charitable giving to form part of their estate strategy, managed philanthropy can incorporate donor-advised funds, appreciated assets, charitable trusts coordinated with legal counsel, and other giving strategies into the broader financial plan.

Learn more about what we do and the individuals, families, businesses, and organizations we serve.