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ESTATE & WEALTH TRANSFER PLANNING • NEW YORK CITY

Protect What Matters.
Plan for What’s Next.

Thoughtful estate and wealth transfer planning helps you preserve your legacy, prepare the next generation, and make confident decisions about the future.

WHAT WE HELP YOU ALIGN

A Thoughtful Plan for Your Wealth and Legacy

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Legacy Goals

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Asset Ownership

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Beneficiary Review

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Tax Considerations

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Family Giving

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Wealth Continuity

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PLAN WITH CLARITY

Make Your Wishes Easier to Carry Forward

We help you organize your assets, review beneficiary designations, coordinate with your legal and tax professionals, and prepare for life transitions — so your wishes are clearly understood and easier to carry forward.

A CLEARER PATH FORWARD

Four Steps Toward a Lasting Legacy

A structured process helps bring your priorities, people, and plans into alignment.

01

Clarify Your Priorities

Define what matters most to you and the people you hope to support.

02

Map Your Wealth

Review assets, ownership, beneficiaries, and existing arrangements.

03

Coordinate the Details

Identify questions to discuss with your attorney and tax professional.

04

Put Your Plan in Motion

Create a practical roadmap and revisit it as life changes.

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YOUR LEGACY, WITH INTENTION

Build a Future That Reflects Your Values

Create a plan that provides for the people you care about, supports the causes you value, and helps ensure your wealth makes a meaningful impact for generations.

Common questions

What you need to know before we talk.

Straight answers to the questions most HNW families ask before reaching out.

  • It is generally recommended to review your estate plan every three to five years, or immediately following any major life events. These events typically include marriage, divorce, the birth or adoption of a child, the death of a beneficiary or named fiduciary (like an executor or trustee), moving to a new state, or experiencing significant changes in your financial situation or current tax laws.

  • Beneficiary designations on assets like retirement accounts (IRAs, 401(k)s) and life insurance policies typically override the instructions written in your will or trust. If you fail to update them after life changes, those assets could legally pass to an ex-spouse or a deceased relative instead of your intended heirs, regardless of your current wishes.

  • Start by clarifying your own values and goals before gathering your family. You do not necessarily need to disclose specific dollar amounts, but openly communicating your overarching intentions and the reasoning behind your decisions helps manage expectations and mitigate future conflicts. It is also highly beneficial to let them know who your key advisors are and where your important documents are stored.

  • Wealth transfer planning and legal drafting work in tandem. While an estate planning attorney drafts the legally binding instruments—such as wills, trusts, healthcare directives, and powers of attorney—your wealth planner models the financial, cash flow, and tax implications of those structures. We collaborate directly with your attorney to share an accurate inventory of your balance sheet, ensure asset titling and beneficiary designations directly match the legal framework, and confirm that all accounts are properly funded to carry out your intent without unnecessary delays or probate complications.

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