Advanced Planning

Advanced Planning

Every family’s wealth tells a different story — how it was built, what it represents, and what it’s meant to protect. The strategy surrounding it should reflect that same level of complexity and care.

We provide wealth, estate, and succession planning solutions for high-net-worth and ultra-high-net-worth individuals and families. Our approach begins with understanding — not just the financial picture, but the sensitivities, family dynamics, and personal considerations that shape every decision, including the discretion and care required around personal underwriting. From there, we develop customized strategies to help grow, protect, preserve, and transfer wealth in ways that align with what matters most to you.

We work in close partnership with your advisory team — asset managers, fiduciaries, trustees, legal counsel, and accounting professionals — to ensure cohesive planning and effective execution.

Areas of Specialization

• Estate Enhancement, Protection, and Marital Planning Considerations

• Blended Family and Inheritance Equalization Strategies

• Tax and Trust Solutions, Family and Philanthropic Giving

• Private and Bank Financing, Private

• Split Dollar — Design, Management, Analysis, and Funding

• Adjusted Gross Income Tax Reduction Programs

• Decumulation Volatility Buffers

• Concentration Risk, Asset Protection, and Income Replacement

• Succession Planning, Liquidity Solutions, and Corporate Wealth Transfer

• Risk-Based Guardrails and Healthcare Reserve Planning

• Tax-Advantaged Participation in Hedge Funds, Private Equity, Real Estate, Private Credit, and Litigation Financing