Our Services
Business Exit Planning
Concierge Legacy Planning
Business Exit Planning
- Pre-Exit Restructure and Tax Planning
- Trust Strategies for Exits (GRATs, IDGTs)
- Trust Strategies to Reduce State Income Taxes (INGs and Things)
- Charitable Strategies for Exits (Foundations, CRTs, CLTs)
Charitable Strategies
Concierge Legacy Planning
Business Exit Planning
- Private Foundations
- Legacy Gifts
- Working Donor Advised Funds
- Charitable Lead Trusts
- Charitable Remainder Trust
- Charitable Gift Annuities
Concierge Legacy Planning
Concierge Legacy Planning
Concierge Legacy Planning
- Foundation Plan
- Federal and State Income and Estate Tax Planning
Legacy Planning
Concierge Legacy Planning
Concierge Legacy Planning
- Spousal Access Trusts
- Dynasty Trusts
- SPATs
- BDITs
Life Insurance Strategies
Planning for Unique Assets
Life Insurance Strategies
- Premium Financing Trusts
- Irrevocable Life Insurance Trusts
Partnership Tax Planning
Planning for Unique Assets
Life Insurance Strategies
- Leveraged Family Limited Partnerships
- Freeze Partnerships
Planning for Unique Assets
Planning for Unique Assets
Planning for Unique Assets
- Jets
- Yachts
- International Real Estate