Learn more about advanced planning

Advanced planning intends to address your complex financial concerns that go beyond investing. With the assistance of a team of related professionals–accountants and attorneys, for example–our Advanced Plan recommendations span four broad areas:

  1. Wealth enhancement strategies that aim to produce the best possible investment returns consistent with your level of portfolio risk, and to minimize the tax impact on those returns as well as on other sources of income.
  2. Wealth transfer strategies that intend to discover and facilitate the most tax-efficient way to pass assets to succeeding generations, and to do so in a way that meets your wishes.
  3. Wealth protection strategies that aim to protect your wealth against potential creditors, litigants, children’s spouses and potential ex-spouses.
  4. Charitable giving strategies designed to fulfill your charitable goals. They are most effective when coordinated with the three services above.

In accordance with your stated priorities and timelines, we will raise these advanced planning issues and review our recommendations with you. Over time, this allows us to address all of your advanced planning needs.