Wealth and Philanthropic Planning

Assisting ultra-high net worth individuals with their wealth and philanthropic planning requires a deep understanding of the client values and the desired impact behind each philanthropic effort. Every plan must reflect the subtle nuances at the heart of the individual who is doing the giving. With a focus on wealth preservation, our years of successful planning have stood the test of time.

As a foundation of trust we develop and clearly present alternatives that allow our clients to choose exactly the right options to effectively manage and preserve wealth for their families and the charities they support.