Development and Preparation of Family Wealth Transfer Plan

We educate and guide you in the process of wealth preservation and transfer and we help you ask and answer the tough questions such as:

• - What will happen to the fruits of my hard work?
• - How much will my children need? How much will help? How much might hurt?
• - Is it a good time to spend more or less?
• - What kind of a lifestyle will I be able to afford in the future?

We create a document called the Family Wealth Transfer Plan to serve as the family road map for our goals-based planning approach.

We develop a timeline and coordinate the necessary activities to implement the estate plan and we collaborate closely with the family attorneys and other advisors in establishment. We often find that this process and the development of the Family Wealth Transfer Plan provide significant efficiencies for the legal advisory process and document related work both on time and cost of implementation.

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