• DISTRIBUTING WEALTH

    “Wine is inspiring and adds greatly to the joy of living.”

    – Napoleon Bonaparte

Legacy

You want your contributions to society and to your family to outlive you. Making a proactive plan now helps secure your legacy for years to come.

TOPICS TO CONSIDER

Philanthropic Planning & Giving

Multi-Generational Wealth Planning

Estate Transfer & Tax Mitigation

Succession

You’ve worked hard to grow your business, establishing a reputation built on trust and loyalty. But, nothing lasts forever. And so, you begin to understand the realization that you will be “passing the torch” – transitioning your role from owner/manager to advisor/retiree.

TOPICS TO CONSIDER

Proactive Planning for Business Transitions

Seamless Transitions: Think, Ask, List, Evaluate and Retain