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Legacy and Estate Planning Strategies


While it is well enough to leave footprints on the sands of time, it is even more important to make sure they point in a commendable direction 

- James Cabel

What lessons and family values do you want to leave behind? Our clients backgrounds and needs are varied and yet we find a common thread between those in the early stages of savings and accumulation of wealth and those who have already accumulated significant wealth.  They all wish to provide a secure future for their loved ones and leave an indelible footprint in the world.

Estate Planning has been traditionally designed to provide for an efficient transfer of assets from one generation to another, minimizing potential conflict of interest among family members and the effect of estate taxes and probate costs.  However, we recognized early that our clients merited a more holistic and proactive approach in order to help them fulfill their goals. One that will help them transfer not only their tangible assets but also their values, experience and critical knowledge to the younger members of the family.  To this extent, we have developed a system that supports our clients in the following areas:

  • Design of an estate plan and coordination with legal and tax advisors
  • Facilitate wealth transfer
  • Charitable Giving Strategies
  • Family Governance

For more information, feel free to call our team at 201.626.6688 .

Financial Advisors do not provide specific tax or legal advice. This information should not be considered as specific tax or legal advice. You should consult your own tax or legal advisor regarding your own specific tax or legal situation