Multi-Generational Wealth Planning

I have helped many families create plans to build, manage, preserve, and transition their wealth.

My goal is to take the success that my clients have already had, and create ways to extend that success moving forward, so that they can see their family benefit from it.

Together, we will establish your goals and priorities to make sure your plan is in place to help you work to achieve your vision of the future and address questions such as:

How can I build a structure to preserve and pass along my wealth?

How can my plan grow and change as my family changes?

How do I educate my family about my wishes for passing on my wealth?

How can the work be coordinated with my accountant and lawyer to help set up the most appropriate trust for my needs?