Family Wealth

We take pride in knowing our clients and their families, our professionals having often served multiple generations. When clients look to the future and are faced with the hard choices of estate planning, They rely on us to explain the intricacies of the estate plan, especially the tax implications.

Combining personal understanding with years of experience, our trust professionals collaborate with clients' outside lawyers, accountants and insurance professionals to create a completely integrated plan.

An estate plan encompasses lifetime issues as well as post-mortem concerns. We will devise a plan that makes use of the most sophisticated planning strategies - life insurance trusts, dynasty trusts, charitable trusts and family foundations - to ensure that a client's wealth is not decimated by transfer and estate taxes.