Providing clarity in the complexity of trusts and estates.
Trusts and estates are complex areas that can affect most high-net-worth individuals. Complex laws and tax rules surrounding trusts, estates and inheritances require careful planning and, sometimes, difficult decisions.
Whether it’s difficult tax rules for trusts or the financial implications of estate planning, getting it wrong can be costly. That’s where our trust and estate pros come into play. With extensive experience in assisting families in building and preserving wealth through the creation and maintenance of customized estate plans and trusts, we’ve got you covered.
Our collaborative approach with your trusted team of advisors empowers developing a comprehensive and flexible plan, which allows for ease of wealth transfer, flexibility to accommodate changing laws and the maximum amount left to your beneficiaries. But we go beyond just the basics of compliance to provide hands-on, personalized advice to administer and interpret plans when needed.
Trust and Estate Services
- Review of all estate planning and trust documents
- Estate and trust accountings
- Estate, gift and trust tax strategies
- Tax-efficient vehicles development
- Cash needs planning
- Selection of assets to gift
- Family meetings facilitation
- Estate, gift and trust tax returns
- Succession planning
- Trustee services
- Foreign trust accountings
- Foreign trust disclosures
- Other financial reporting
- Investment management oversight
- Feasibility and formation of family offices
