Estate and Legacy Planning

Securing a lasting legacy and magnifying impact across the generations.

The wealthy are uniquely empowered to positively affect the lives of those they love, their heirs, and their unborn heirs. With proper planning, you can take advantage of significant tax benefits that will add value to your estate and help define your legacy. Tax laws in these matters are complex, and building a strategy requires an experienced navigator who can illuminate the way forward. We will guide and lead the way. You secure a legacy.

Estate Planning & Trust Services

We start by knowing your goals. We engage in a fiduciary review of your current estate plan. We help design tax-wise strategies to help you reach the goals defined.

  • Trust Planning and Design Through Detailed Estate Analysis
  • Asset Transfer and Tax Planning
  • Legacy Planning
  • Fiduciary Investment Management
  • Personal Trust Services
  • Family Meeting Facilitation

Tax Minimization Strategies

Keep more of what you have accumulated and earned through tax-efficient portfolio construction and investing strategies.

  • Tax-Efficient Investment Management
  • Tax Budgeting and Monitoring
  • Life Insurance Audits and Placements in Trust
  • Private Split Dollar Strategies
  • Concentrated Stock Position Management
  • Tax Credit Solutions
  • Alternative Investments

Family or Private Trust Companies

Create multi-generational wealth by owning your own trust company and eliminating the number one problem in legacy planning – who is the trustee? Family Trust Company (Ohio) and Private Trust Company Structures (Multi-States) provide unique opportunities for families who want to chart their destinies.

  • Licensed/Unlicensed Trust Company Structures
  • Regulated/Unregulated Trust Company Structures (OH)
  • Trust Governance and Family Meeting Facilitation
  • Tax-Efficient Investment Management