Financial and Estate Planning

The Foundation’s flagship service features a comprehensive financial and estate planning program. This program encompasses all major aspects of financial well-being including financial independence, personal cash flow needs, family wealth transfer, family business succession, and charitable giving. Through articulation of goals and preferences, clients gain a clear understanding of the current situation. The Foundation’s team then makes specific recommendations and offers insights that are fresh and creative, often converting a potential federal estate tax liability into a substantial charitable legacy. Included is a rigorous and detailed financial analysis that projects and integrates the potential outcomes of each recommendation.

Most clients continue to rely on their existing planning team. As a new member of this team, the Foundation simply collaborates with them to develop and implement the recommendations. The Foundation happily offers “second opinions” to clients that already have a plan but wonder if it could be improved. This is a more limited analysis in which the Foundation’s professionals review the effectiveness of the client’s existing plan as a means to determine if a more involved process is warranted.