Estate & Succession Planning for Business Owners
Explore Our Offerings for Corporations and Employees
Executive Financial Counseling >
Your compensation and benefits offerings are a talent retention necessity and, arguably, your executives’ largest source of wealth creation. Executive Financial Counseling helps your senior leaders fully realize these benefits and boost your ROI in the process.
Beneficiary Financial Counseling >
When an employee dies, the greatest gift you can give their family is care and support. Our Beneficiary Counseling Services help beneficiaries navigate the financial challenges that arise after the death of a loved one, helping them adjust to their “new normal.”
Executive Financial Counseling for Individuals & Families >
The financial life of an executive is complicated, and coordinating all the elements takes time. We serve as your personal CFO, providing a more efficient and simpler way to manage your growing wealth.
Financial Wellness Coaching >
Your employees’ financial stress can have a cascading effect on absenteeism, morale, and productivity. Our comprehensive financial wellness coaching helps alleviate this stress, enabling employees to focus on their responsibilities at work.
What’s on Our Minds
Despite a rate hike and rising gas costs squeezing households this year, consumer spending remains resilient thanks to historically low household leverage, near-full employment, and increasingly wealthy, low-debt baby boomers whose spending is driven by asset prices rather than borrowing.
Donor-Advised Funds: A Powerful and Flexible Tool for Charitable Giving
A donor-advised fund is a charitable giving account established with a sponsoring organization that allows individuals and families to support charitable causes they care about with tax efficiency. Think of it as a philanthropic savings account where the balance can be invested for growth.
Integrating Opportunity Zone Investments and Estate Planning
As part of the Opportunity Zone program, Qualified Opportunity Funds can provide significant financial and tax benefits. At the same time, owners of these funds must be knowledgeable about the estate-planning aspects of their investment.
The Tax Drag Hiding in Your Long-Term Financial Plan
You’ve saved diligently. You have an IRA, a 401(k), and maybe an annuity. But there are decisions embedded in common retirement account structures that many people don’t realize until it’s too late.
Private Placement Life Insurance
The concept behind PPLI is simple: by investing inside a life insurance policy, you take advantage of the favorable tax treatment granted to life insurance. Learn more.
Frequently Asked Questions About Wealth and Tax Planning for International Entrepreneurs
A growing number of international entrepreneurs are building companies that require a presence in the United States. For these founders, the move brings a distinct set of questions that differ meaningfully from a typical relocating family.
Webinar Recording: Tax Optimization and Thoughtful Wealth Planning for Liquidity Events
A liquidity event—whether from a business sale, IPO, merger, or other transaction—creates a unique opportunity to design plans that minimize tax exposure and shape a lasting legacy. Watch our webinar to learn more.
Process Over Outcomes: What Plan Fiduciaries Need to Watch in the Second Half of 2026
Plan sponsors are simultaneously confronting heightened cybersecurity and distribution-fraud risk, SECURE 2.0’s Roth catch-up requirements, and an ERISA litigation environment increasingly focused on process and meaningful benchmarking.
Splitting Retirement Accounts in Divorce
When going through a divorce, the process of dividing assets can be a frustrating and confusing one. Retirement assets are an important issue in any divorce proceeding, since, after the marital home, they often represent the largest category of marital assets to be divided in a divorce settlement.
Frequently Asked Questions About Wealth and Tax Planning for International Entrepreneurs
A growing number of international entrepreneurs are building companies that require a presence in the United States. For these founders, the move brings a distinct set of questions that differ meaningfully from a typical relocating family.
