Uplift each legacy.
Driven by clarity, we are here to ensure your legacy will be confidently executed.
Our Services
Our measure of success is how well you understand the tax, legal, and practical implications of your estate plan and how well your future beneficiaries understand the “why” behind your planning.
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Estate planning is an act of love and security of you and your loved ones’ futures. Beyond the legal documents, there are many tasks to complete to ensure that your future trustee can execute your plan and file your estate tax return with ease. We coordinate among your advisors, review proper titling of assets, and organize and summarize important information to maintain clarity for your trustee and your loved ones.
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We provide ongoing, proactive support to family offices by managing complex projects and coordinating closely with tax and legal advisors.
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We generally work on a monthly retainer to provide ongoing support. The amount of that retainer is negotiated in advance, and either party can end the arrangement with 30 days advance notice.
We can negotiate a one-time project fee if there is a specific project that is limited in scope and timing.
Information is power.
When you are informed, you are able to make clear decisions for yourself and your family.
We share ideas and information based on years of experience working with other families. We do not give legal or tax advice.
Contact Us
We work with a limited number of families who are seeking a meaningful long-term partnership.
Interested in working together? Fill out some info and we will be in touch shortly.