Understanding the dynamics of wealth across generations
Having a deep understanding of affluent families, their values and shared wealth enables our Private Wealth Advisors to establish trusted, lifelong relationships. They offer uniquely tailored advice to address the full range of goals from wealth preservation to cross-generational succession and charitable giving.
Working in collaboration with your Private Wealth Advisor and your legal advisors, trust and estate planning specialists are available to help you navigate the complexities of wealth preservation and transfer. We’ll help you integrate your legacy goals into your overall estate plan.
Preparation for the next generation
Private Wealth Advisors understand the responsibilities of managing inherited wealth. Through our widely popular Young Successor Program, Advisors incorporate knowledge-sharing and peer-networking to help the next generation expand its business know-how. Their insights provide valuable preparation for children and grandchildren seeking a more active role in their families’ financial affairs.
Philanthropy
From implementation to governance to ongoing oversight, we offer comprehensive advice and a range of solutions to families at all stages of the philanthropy lifecycle. Partnering with you, our Advisors can help you define and truly realize your unique charitable vision.