FAMILY GOVERNANCE INCLUDING SELECTION/TRAINING OF TRUSTEES AND PROTECTORS

We act as a fiduciary and serve as a trustee when deemed appropriate by you. We review your current estate and wealth management plan, and all life insurance policies.

We provide recommendations and advice regarding your estate and financial planning based on our findings and your future objectives, including a sufficiency assessment, using self-cancelling installment notes or intrafamily loans, and irrevocable life insurance trusts.

We interface with your full team of attorneys and advisors in setting up grantor retained annuity trusts (GRATs), charitable lead trusts, family limited partnerships, qualified personal residence trusts and dynasty trusts, to name a few.

We provide coaching and education to the next generation of family members so they gain an understanding of the current legacy plan and can develop their own strategic planning goals for the future.