You want to ensure that your family's assets are protected. It's important that the wealth you, or a family member, have already generated can continue to grow and support future generations. Also you want to support the charities that are important to you.
We take a holistic approach to advising high net worth individuals, collaborating closely with your other financial advisors, like your attorney and wealth manager. Oftentimes our clients enjoy the synergies that are experienced by working with us and HA&W Wealth Management.
Effective tax planning is an important aspect of setting up and operating a trust or estate. We'll assist you in the identification of the appropriate legal ownership of assets.
We also provide these other services:
- Review of wills, codicils and trust instruments
- Use of life insurance, annuities and long term care insurance
- Asset protection techniques
- Health care proxies
- Powers of attorney
- Selection of trustees, executors and beneficiaries
- Maximizing the value of IRAs and other retirement plans