BEST OF THE BEST
HCVT recognized as a Best of the Best Firms for 18 consecutive years and is ranked #31 in the Top 100 firms in the United States.
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
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