Tax, Estate, and Philanthropic Planning
Sustaining Your Wealth Across Generations
Significant wealth often brings with it the need to consider multiple goals, from legacy and business succession plans to utilizing philanthropic and estate tools to maximize the impact of your assets. Your team helps you to address the complexities of your life and develop a strategy that aligns with your unique vision for your wealth.
A Wealth Plan that Begins with You
Our wealth planning is thorough and based on you and your family. We understand that life changes, and your plan must evolve to ensure it continues to align with your vision.
Review & Analyze
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We analyze and help you clarify your objectives, looking at your current estate and tax planning strategy and its alignment with your goals. Our multi-perspective approach helps you see your personal, family, and philanthropic vision as a coordinated and integrated strategy.
Recommend & Implement
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We recommend and help you implement a strategy that coordinates your legal, tax, charitable, and investment advice. We deliver a long-term road map so your personal milestones remain focused and clear.
Administer & Monitor
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Our planning process is ongoing. We manage the administration of your wealth plan, coordinating all our services across your entire team and your outside advisors. We keep you apprised of any changes in the regulatory environment that may affect your goals or plans.
In-Depth Planning for Your Specialized Needs
Our team of wealth planning experts works with individuals and families to help them maximize the impact of their wealth.
Legacy Planning
We help clarify your legacy goals to determine the most appropriate structures and assets to benefit your heirs. If there are challenging conversations that must take place to communicate your intentions, we are there to help you and your family work through any issues.
Philanthropic giving
Shared values can help you and your family give impactfully and with intention. We help you define your mission and craft personalized strategies to bring your purpose to life.
Trust & Estate Support
A well-structured plan provides confidence and peace of mind that your plan and wishes will be executed accurately and effectively. We deliver comprehensive services that include reviewing your existing estate documents to identify any potential gaps based on your circumstances, preferences and tax situation. Through Moneta Trust, we can act as your single source corporate trustee as a trusted fiduciary.
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