Transition Planning Advice & Assistance
• Clarify and articulate client legacy objectives, identify issues to resolve and develop action plan to implement
• If desired, help prepare and gain buy-in on a family “mission statement,” including philosophy and operational guidelines for charitable giving
• Work closely with existing advisors (attorneys, accountants, medical professionals, company representatives, etc.) to prepare, review and/or modify estate and wealth transfer plans, including establishment and operation of charitable foundations or trusts
• Facilitate inter-generational dialogue in preparation for a shift in wealth control
• Develop succession plan for trustees/executors, including identification of potential individual and/or corporate candidates
• Direct and manage the process of account transition