Creative Solutions for a
Shared Vision
Estate, gift and trust planning is more than wealth transfer upon death. Our estate planning process integrates your goals and values for a tax efficient disposition of your assets during life and beyond.
Depending on your objectives, your plan may include recommendations that can instill or pass on family values, minimize family conflict, minimize estates taxes, increase gifts to family and charitable organizations, and provide for heirs who may not have the experience or skills to manage substantial assets. We believe we are a critical part of one’s estate planning process and look to optimize creative insurance structures while providing quality results.
As a Member of PH Robb Legacy Alliance, we provide the resources of a highly seasoned team of advisors to help address the needs of ultra high net worth families, their businesses and Family Offices. Our team will collaborate with their tax and legal advisors in order to critically evaluate, develop and administer high impact insurance and estate planning solutions for these families. We often times work with some of the top law firms and accounting firms in New York City and Los Angeles.