We understand the importance of estate planning, particularly for families with significant wealth who seek a smooth transfer of assets to future generations. While we’re not legal experts, we facilitate seamless coordination with your estate attorney to ensure a comprehensive approach to your estate planning process. Our aim is to make this collaboration effortless, alleviating concerns about information gaps or conflicting strategies. By working closely with your estate attorney, we ensure that every facet of your estate plan is cohesive, safeguarding your assets and preserving your legacy according to your wishes.