Wealth Allocation

Our approach is to work collaboratively with our clients and their advisors to identify how they would like to allocate their wealth among family and their philanthropic interests. The concern often is the level of the tax bite. We have found that it is possible with significant estates to provide substantial assets for family/charity and essentially have no estate tax at death, as a result of focused planning. The process starts with a comprehensive review of each client‘s current planning and obtaining a clear picture of their asset base by entity. We then focus on goals and objectives relative to the following:

  • Desired Bequests
  • Control
  • Access
  • Governance
  • Asset Protection

Understanding these goals and objectives allows us to work with a team to build a strategy representing the client’s wishes and then focus on the tactics utilizing varied estate planning techniques and life insurance to help implement the Wealth Allocation Plan.