Developing a philanthropic plan helps to promote family values and social responsibility while leveraging the tax-deductible nature of charitable gifts. Our team offers guidance on the different benefits of a variety of strategies, including: charitable trusts; outright gifts of appreciated securities; and private/family foundations.

Planning for the future and working to ensure that your wishes will be carried out doesn't have to keep you up at night. We can review your assets to be sure they are invested appropriately for your specific needs and provide guidance on how your wealth transfer plan is structured, including the use of trusts.

Facing a divorce brings many emotional as well as financial concerns. Being well-informed of your options during the difficult time of divorce may position you for success. As you segue from one chapter of your life to the next, we can help you address many pressing financial and planning considerations.

When it comes to transitioning your business, planning for the next generation of owners and managers well in advance usually leads to better operational, financial, and tax outcomes, whether the transition involves a sale to an outside buyer, passing to the next generation of family, or selling to employees. We can help you assess the options and prepare for a successful exit.