Estate planning is one of the most important aspects of your family’s long-term wealth management. We work with our clients and their attorneys to draw up a plan that includes wills, trusts, and guardians for minor children, if necessary. We help people see in concrete terms what their estate plan actually does and how it should be managed during their lifetime and beyond. We facilitate continuity between generations and peace of mind by having the mechanics of strategic wealth transfer in place, minimizing legal costs and tax implications, and pushing down assets to future generations.