The right moves for your financial future

Families with substantial wealth require skilled advice and guidance, and a keen understanding of complex family dynamics. We are adept at working with families like yours, helping you navigate the complexities that come with multiple generations and—often—jurisdictions. 

We help you forge a holistic plan for your wealth that considers the goals and aspirations of every generation and articulates a clear path to move you toward them. In the process, we consider a range of issues, including:

• Estate planning
• Wealth preservation strategies
• Family governance
• Next gen education
• Legacy planning
• Philanthropic giving

The Advanced Planning Group consists of former practicing estate planning and tax attorneys with extensive private practice experience and diverse areas of specialization, including estate planning strategies,

income and transfer tax planning, family office structuring, business succession planning, charitable planning and family governance.

The Advanced Planning Group provides comprehensive planning and sophisticated advice and education to ultra high net worth (UHNW) clients of the firm. The Advanced Planning Group also serves as a think tank for the firm, providing thought leadership and creating a robust intellectual capital library on estate planning, tax and related topics of interest to UHNW families.

Our in-depth planning process begins with questions and a conversation to uncover everything that’s important to you—beyond your money and wealth. Then, we organize your financial life in a way that gives you confidence you’ll have what you need when you need it using three key strategies:

Liquidity—wealth for now

• To help provide cash flow for short-term expenses to help maintain your lifestyle. 
• It’s meant to help you fund expenses for the next 3-5 years for things such as entertainment, taxes or buying a home.

Longevity—wealth for later

• For longer-term needs and to help improve your lifestyle. 
• It’s meant to help you plan and pay for a number of needs that may include retirement, health care, long-term care and possibly a second home.

Legacy—wealth for others

• For needs that go beyond your own and to help you improve the lives of others. 
• It could include expenses like giving to family, philanthropy and wealth transfer over generations.