◄ Tax & Estate Planning

Partner Coordination

The ecosystem that your family currently works with can be extensive. The average family works with more than two dozen service providers! We work with this network as your advocate, to ensure every provider is working to achieve the overall objectives and mission of your family’s wealth. We work with your banks, mortgage companies, insurance agents, attorneys, accountants, trust companies, and custodians to make sure they are functioning in tandem and in communication with each other to execute your wealth management plan in the way that benefits you the most. We often provide:

✔ Execution guidance
✔ Expertise in a broad array of wealth management functions
✔ Advice to help mitigate risk
✔ We are constantly looking to optimize your network of financial services providers by obtaining complete integration