Wealth Transfer Planning
Wealth Transfer Planning for High Net Worth Families
High net worth families ofen require a sophisticated approach in transferring wealth to succeeding generations in order to support a positive family dynamic in a tax effective manner.
An important component of such planning is our ability to understand the unique characteristics of our clients and their extended families. This allows us to design, implement and maintain a comprehensive plan to achieve our clients' goals.
Sophisticated Planning Devices
- Irrevocable Life Insurance Trusts
- Family Limited Partnerships
- Qualified Personal Residence Trusts
- Generation Skipping Trusts