We understand, and value, the importance of family, and the role your trusted team of advisors has played in helping you navigate through life and crafting your financial legacy. Our Open Architecture model means that working with a trustee or professional estate fiduciary does not mean the end of long-standing relationships with those who already know and understand your family and desired legacy.
You built your family wealth working with those you respect and trust and you should expect nothing less when considering who will be involved in carrying out your legacy. This is exactly why we work alongside your team of advisors to ensure your beneficiaries enjoy the full benefits of the plan you designed and envisioned.
Of course, stewarding your legacy is about much more than taxes, accounting, and legalities. Success also requires navigating complex family dynamics, an equation that often becomes more complicated when money is involved. As the representative of your trust and estate desires, we stand firm when we believe you would have stood firm, and when to extend a helping hand to your loved ones, when your loving hand is most missed.