Transforming lost tax dollars into charity

The government assigns estate tax proceeds to causes of their choice. We enable clients to direct wealth to causes of their own choosing through a unique process called Family Wealth Counseling, created from the experience of developing more than 200 estate and financial plans. This process:

• Helps families articulate their family vision and structure their estates to support it
• Ensures philanthropic values are passed on along with wealth
• Reveals untapped sources of wealth to pass on to heirs and charities

It is inevitable that your wealth goes back into the world. We can help you direct it to causes
you value.