A sizable inheritance often brings with it high expectations for protecting and maximizing the benefit of assets received. Our clients that are heirs seek to sustain value and, often, to share assets with future generations, or create a legacy through philanthropy.
Client Concerns
- Understanding the composition and value of inheritance
- Remaining faithful to wishes of benefactor
- Ensuring continued benefit for future generations
- Maintaining privacy and control
New Wealth Response
- Investment planning and management
- Tax planning
- Estate planning
- Philanthropic strategies and planning
- Coordination and oversight of multiple financial and legal advisors