Corporate | Real Estate | Energy and natural resources | Credentials

Wealth Management

The financial goals of business owners and individuals vary widely but often include:

  • the tax-efficient distribution of wealth to family members,
  • asset protection and risk management,
  • providing for the education of young adults,
  • providing additional care for disabled beneficiaries, and
  • creating educational and charitable foundations or legacies.

Our expertise includes advising on corporate structures as well as establishing family trusts and other types of trusts.  By working alongside accounting, investment and other advisors, our clients are assured that they have obtained the most complete advice, that their wealth management objectives will be achieved, and that their wealth management plans will endure.

Our wealth management services also include wills, powers of attorney, estate probate services and professional executor and trustee services.

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