Our Trust Structures and Legal Entities provide a strong foundation for asset protection and legacy planning. Whether you need a pre-established or custom-drafted trust—such as a revocable, irrevocable, charitable, or dynasty trust—we offer tailored solutions that align with your specific goals. To complement your estate planning, we also establish business entities like Family Limited Partnerships (FLPs) and Limited Liability Companies (LLCs), which provide additional layers of control, protection, and tax efficiency for your family’s wealth.

Through our Insurance-Based Wealth Transfer Tools, clients can strategically use life insurance—such as whole life and universal life policies—to provide liquidity, reduce estate taxes, and transfer wealth efficiently to future generations. These policies are essential tools for ensuring that your estate is well-positioned to meet obligations and support beneficiaries without unnecessary tax burdens or forced asset sales.

We also design Investment Portfolios and Private Funds tailored to meet your family’s financial goals and risk profile. Whether through separately managed accounts, private equity placements, or pooled family office funds, we offer access to customized investment vehicles that support both long-term growth and legacy planning. These solutions are ideal for affluent families seeking a high level of personalization and control.

Our Estate Planning Advisory services guide clients through the full process of structuring their estates. Working alongside legal professionals, we help draft or coordinate wills, trusts, and comprehensive succession plans. We also implement strategies to reduce estate, gift, and generation-skipping transfer taxes, ensuring that more of your wealth reaches the next generation.

In the area of Philanthropic Planning, we help families create lasting impact through vehicles such as donor-advised funds, charitable trusts, and private foundations. We align each charitable strategy with your family’s values and long-term tax objectives, creating a purposeful and efficient giving plan.

Finally, our Intergenerational Wealth Education and Family Governance services prepare the next generation for responsible wealth stewardship. We facilitate family meetings, implement governance structures, and offer tailored financial education programs designed to foster unity, leadership, and a shared vision across generations.