Private clients & families
Ensure your forward plans will practically work
Confidential health check of your estate planning & trust documents
Review alignment, practical application, relationship dynamics & guiding principles
Intercept potential issues, concerns & gaps, identify opportunities
Collaborate with legal, accounting, tax & investment advisers
Agree priorities & document actions associated with the forward plan
Document Your Intentions
Create a positive & purposeful legacy
An Intention Statement provides guidance & context for gifting & governing. Communicating the “why” (i.e. your intentions, hopes & wishes important to you) enhances connection & meaning for family, heirs, trustees & beneficiaries. When your intentions are clear, wealth can be governed & transitioned more wisely.
Prepare Your Heirs
Transition planning to help family heirs
The transition of family & financial capital between generations shouldn’t be left to chance. Improve communication, understanding & trust to prepare your heirs for the responsibilities associated with receiving & managing the future transition of wealth.