Design a legacy that endures generations.
Advanced estate strategy for high-net-worth families: irrevocable trusts, ILITs, generation-skipping transfers, and charitable structures — all coordinated with your attorney and CPA.
Benefits
Leverage current exemptions, ILITs, and gifting strategies.
Structure vehicles that protect capital across children and grandchildren.
Charitable remainder and lead trusts that align legacy with values.
FAQ
Ideally before a liquidity event — sale, IPO, inheritance — to preserve planning flexibility.