Estate Planning
Business Planning
Estate Planning
For business owners, personal wealth and business finances are closely connected. Global Advisers helps coordinate the financial decisions surrounding your business with your investments, retirement, risk management, and long-term personal goals.
Estate Planning
Estate planning helps ensure that your financial assets support your wishes for your family, beneficiaries, and the organizations that matter to you. Global Advisers coordinates the financial elements of your estate plan with your investments, retirement accounts, insurance, and broader financial strategy.
Estate Planning
Estate planning helps ensure that your financial assets support your wishes for your family, beneficiaries, and the organizations that matter to you. Global Advisers coordinates the financial elements of your estate plan with your investments, retirement accounts, insurance, and broader financial strategy.
Coordinating Your Wealth With Your Estate Plan
We help coordinate financial decisions with your estate plan while working alongside your attorney and tax professionals when legal or tax guidance is needed.
Estate Plan Coordination
Review investment accounts, retirement assets, ownership arrangements, beneficiary designations, and other financial resources to help ensure they remain aligned with your estate plan and legal documents.
Estate Liquidity & Protection
Evaluate whether sufficient financial resources are available for taxes, expenses, family obligations, business interests, and other needs that may arise upon death. Investment assets and insurance solutions can be considered together when addressing potential liquidity needs.
Beneficiaries & Wealth Transfer
Coordinate beneficiary arrangements, family gifting, charitable giving, and other wealth-transfer considerations within your broader financial plan. More complex strategies are coordinated with your estate attorney and tax professional.
Ongoing Estate Plan Review
Changes in family circumstances, finances, property, beneficiaries, or personal priorities can affect an existing estate plan. We periodically review the financial components of the plan and identify matters that may warrant additional discussion with your attorney or tax professional.
How Will Your Assets Actually Transfer?
Different assets can follow different instructions at death. Select an asset to see what may determine where it goes.
The account beneficiary generally controls.
Retirement accounts typically pass according to the beneficiary designation maintained with the account provider.
Account registrations, beneficiary designations, ownership arrangements, trusts, and other governing instructions can determine how assets transfer.
Retirement accounts typically pass according to the beneficiary designation maintained with the account provider.
Different assets may be controlled by beneficiary designations, ownership arrangements, trusts, account registrations, or estate documents.
Keep Your Financial Plan and Estate Plan Aligned
Estate planning should not operate separately from the rest of your financial life. We help connect your investments, retirement resources, insurance, and wealth-transfer objectives so they continue to support the intentions established in your legal plan.
Explore Our Planning Solutions
Discover how we can help you navigate your unique circumstances.
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Learn more about what we do and the individuals, families, businesses, and organizations we serve.
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