Our wealth planning professionals have extensive experience working with affluent families to manage and sustain multigenerational wealth. These services address complex issues, including:

• Family legacies and liquidity needs of current and future generations
• Ownership and key decision-making, governance and communication
• Business and investment assets
• Charitable objectives and future business and investment plans
• Insurance needs
• Income, gift, estate and generation-skipping taxes

We work closely with families to ensure that their plans address the family's values, mission, philosophy and long-term goals. For owners and operators of existing businesses, we also take into account the special challenges they face, such as ownership and management, succession planning, strategic development and taxation of the business.