When developing and implementing complex financial, tax and legacy strategies for clients, we place high importance on coordinating our efforts with legal advisors to provide insight during the execution of legal documents that impact the client’s plan. At the same time, we proactively involve legal advisors in our process of developing and implementing planning strategies for clients in areas such as:

• Estate Planning
• Trusts
• Business Succession
• Life Insurance and Risk Management Planning
• Asset Protection Planning
• Income, Estate and Gift Tax Planning
• Qualified and Non-Qualified Retirement Plans
• Charitable Planning

If you are interested in learning more about our Professional Partnerships program for Attorneys and Law Firms, please contact us