For many affluent families what was once routine has become increasingly complex. Often, the last time a new client had their wealth transfer and insurance plans reviewed was when they were first established. We believe in systematic reviews of our clients’ wealth transfer and estate planning goals.
Whether the goal is multiple generational estate planning, simplified legacy planning, charitable planning or long term care planning, we can provide clarity and direction to the process.
We help families build and sustain their legacy for multiple generations. Life insurance often plays a vital role in the process yet too often it is a “one and done” solution. The process of obtaining, implementing and managing life insurance can often be complicated and frustrating. Our team can recommend practical and understandable solutions to bring certainty to the process.