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Leaving a Legacy

You have accrued considerable wealth and, with your success, created a legacy that will live on after you are gone. Legacy creation is both a privilege and a responsibility and we will serve as trusted partners to provide guidance in navigating through these highly nuanced decisions.

Designing your Legacy

We are proud that our clients turn to us for guidance in creating a comprehensive legacy plan and take the time to understand their wishes and consider details including:

  • Managing your wealth in your lifetime and beyond
  • Optimizing tax efficiency including estate tax
  • Coordinating with legal and tax advisors
  • Understanding your family’s core values
  • Ensuring appropriate portfolio diversification
  • Reviewing and refining your retirement investment strategy

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