PRESERVING AND PASSING ON WEALTH

PRESERVING AND PASSING ON WEALTH


For investors with substantial financial means, preserving a meaningful financial legacy is an important goal.

Managing your assets for your beneficiaries, whether they be your heirs or charities, is usually viewed as a complex exercise due to the accompanying tax and legal consequences. However, these should not hinder you from taking on endeavors to share your successes.

Being able to plan for future endowments can greatly increase the size and impact and decrease the cost of your gifts. There are various simple ways you could do these within the sphere of trust and investments. More importantly, you should consider partnering with an institution that outlives your lifetime to ensure that those you have planned to provide for will receive their rightful share.

To find out more about our estate planning services, our Investment Counselors are available for a consultation. Click here to contact us.

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