Securing a lasting legacy and magnifying impact across the generations
The wealthy are uniquely empowered to positively affect the lives of others. With proper planning, you can take advantage of tax benefits that can add value to your estate and charitable contributions. Tax laws in these matters are complex, and building a strategy requires an experienced navigator. We will act as quarterback to work in conjunction with qualified accountants and attorneys to develop a plan to fit your goals. We’ll take the helm. You make an impact.
Estate Planning & Trust Services
We start by knowing your goals. Then we conduct a review of your current estate plan. We help design tax-wise strategies to help your reach the goals defined.
- Trust Planning and Design Through Detailed Estate Analysis
- Asset Transfer and Tax Planning
- Legacy Planning
- Investment Management
- Family Meeting Facilitation
Tax Minimization Strategies
Keep more of what you have accumulated and earned through tax-efficient portfolio construction and investing strategies.
- Tax-efficient Investment Management
- Tax Budgeting and Monitoring
- Life Insurance Reviews and Placements
in Trust - Split Dollar Strategies
- Concentrated Stock Position Management
- Alternative Investments
Family or Private Trust Companies
Create multi-generational wealth by owning your own trust company and eliminating the number one problem in legacy planning – who is the trustee? Family Trust Company (Ohio) and Private Trust Company Structures (Multi-states) provide unique opportunities for families who want to chart their own destinies.
- Licensed/Unlicensed Trust
Company Structures - Regulated/Unregulated Trust Company Structures (OH)
- Trust Governance and Family Meeting Facilitation
- Tax-efficient Investment Management
