For high-net-worth individuals, families, and closely-held businesses, creating a robust plan for wealth transfer and succession is a vital part of estate management. By understanding the unique and personal needs of our clients, we are able to identify exemptions and execute tax transfer plans that ensure our client’s assets are passed on as efficiently and compliantly as possible.
Creative and individualized, our strategies ultimately enhance the benefits associated with generation-skipping planning.
David E. Bowers
Primary Contact
