A lifetime of accomplishments. Family. Legacy. How to preserve assets and transfer wealth is one of the more challenging issues facing high net worth individuals and families. Tax laws and compliance regulations are complicated, and proactive guidance is needed for you to achieve your goals. Our Wealth Transfer team provides guidance in the establishment of trusts, estate planning, charitable giving and gifting. Working with your advisors, we will help you leave your legacy the way you want.
Our services include:
Estate Planning & Compliance
Wealth Transfer
Our team works with you and your advisors to select the right wealth transfer vehicle that will help you achieve your goals. Our experience includes working with a variety of vehicles including:
Private Foundations & Public Charities
BEST OF THE BEST
Our passion for excellence, continuous learning, and improvement have garnered HCVT numerous industry accolades. These honors demonstrate the firm’s focus on client service and commitment to maintaining a supportive, employee-centric culture.
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