Planning

As the name of our firm suggests, we believe forward strategic planning is essential for individuals, families and businesses.  Our partners and associates are seasoned financial, business, succession, tax and estate planning professionals with decades of experience.

We engage with individuals and families to clarify and integrate values and legacy objectives via the creation and implementation of current wealth and financial planning strategies.  We focus on achieving short- and longer-term client centric goals inclusive of retirement, education, charitable and philanthropic funding endeavors.

We work with our clients to coordinate and execute multi-generational tax, estate and charitable planning solutions aimed at maximization of estate and gifting transfers both during life and after death.  Through proper planning we can help individuals and families minimize ever growing tax burdens on beneficiaries.

We have extensive expertise in helping families that own businesses integrate both family and business planning coordination.   The development of coordinated family and business succession plans often include tax, estate and multi-generational wealth plans, including buy-sell planning, liquidity planning and estate tax minimizing business transfer strategies.

We very often serve as a coordinating advisor with clients’ existing tax, business and estate counsel professionals, as well as other internal and external advisors.

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Personal Financial Planning
Estate and Tax Planning
Multi-Generational Family Business Planning
Business & Succession Planning
Business Financial Planning