Concierge Services

Estate Planning

Estate Planning is the process of anticipating and arranging, during a person's life, the management and disposal of that person's estate. The planning includes the bequest of assets to heirs and may include minimizing gift, estate, generation skipping transfer, and taxes. Estate planning includes planning for incapacity as well as a process of reducing or eliminating uncertainties over the administration of a probate and maximizing the value of the estate by reducing taxes and other expenses. The goal is determined by the estate owner and may be as simple or complex as the owner's wishes and needs.

Equity Planning

Equity Planning refers to optimizing the real value of any resources you own that can change in value, be liquidated, and be allocated or transferred. The point is to produce as much return as possible given the constraints of a client’s risk tolerance, needs, and other factors.

Lending Planning

Lending Planning is the process of identifying the optimal amount of debt or leverage for investments, having the right banking and credit facilities to ensure access to credit and liquidity when needed to react to opportunities and challenges.