Wealth transfer planning

Success for this generation and the next

Your wealth doesn’t just represent security, freedom and opportunity for you. It offers that for your family, as well. Our wealth management advisors and tax professionals provide comprehensive services to help ensure you leave a mark as unique as your signature. We work with you to craft an estate plan that articulates your wishes, protects your family, incorporates sound tax planning and preserves your legacy for future generations.

Our advisors work closely with the diverse tax resources and specialists of RSM US to identify any obstacles and help diminish their impact. Only then can we implement the full range of planning tools available to help you realize those goals with minimal tax consequences.

  • Flexible services tailored to your unique needs
  • Legacy planning (estate, gift and trust)
  • Family wealth counseling
  • Strategic philanthropy
  • Special needs planning
  • Family business consulting

Wealth Management Services Disclosure