OUR SERVICES
Fiduciary oversight, trust administration, next generation coaching, and estate structure and tax planning.
CREATIVE & CUSTOMIZED TRUST SERVICES
We bring flexibility, creativity, and deep expertise to each one of our clients. Our clients bring us complexity, and we love every part of it.
FIDUCIARY OVERSIGHT
Our fiduciary role is a commitment to excellence. As trustee, our responsibility is to uphold the trust's purpose and protect the beneficiaries' rights, always acting with the utmost integrity, loyalty, and transparency. All actions taken are in the best interest of the current and future beneficiaries. This includes avoiding any conflict of interest. As we oversee the assets, we make informed decisions, and exercise due diligence in all fiduciary activities.
TRUST ADMINISTRATION
We carry fiduciary responsibility for administrative duties of the trust. This includes accounting, maintenance and creation of required records, decisions regarding distributions to beneficiaries, and maintaining a thorough understanding of the terms and provisions of the trust.
NEXT GENERATION COACHING
We specialize in helping enterprising families shape next-generation expectations and unite the family around common goals. We coach each family member on everything from estate plans to business assets, to legal structures, to tax consequences. We provide individual lessons, host family meetings, create family constitutions, and work with sibling teams. In short, we help prepare the next generation to steward your legacy.
ESTATE PLANNING CONSULTING
We will work with your estate planning attorney at a strategic level, driving the process to get your estate plan optimized and executed. We’ll perform financial modeling to do impact analysis and stress test your estate plan, ensuring it will work as intended. At your direction, we will help explain the estate plan to your whole family allowing for clarity and alignment of expectations.
ENTITY STRUCTURE PLANNING
We’ll make sure your legal entities are set up in the most efficient, productive way to ensure the longevity of your assets and legacy. We have a deep knowledge of LLCs, S-Corps, trusts, and other business structures and we know how to optimize these structures to provide longevity, continuity, and efficiency.
TAX PLANNING
We have a deep understanding of income and estate taxes, helping you step back and see the big picture. Everything we do, every decision we make, is filtered through a “tax lens.” Taxes are always integrated into the entire plan, ensuring nothing is left to chance.
