Family Protection

A series of financial tools and strategies to protect you and your family in times of change. Comprehensive, cross border expertise that provides a complete estate planning solution in one firm. Plan thoughtfully for your family and your legacy. Ensure financial security for those you love. Leave a lasting legacy through carefully constructed philanthropic planning.

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A comprehensive approach

Protect yourself, your family and your wealth through our expertise in life insurance, international estate planning, guardianship, cross-border or jointly-owned assets, tax mitigation, trusts, wills, and more.

Everything
working together

Align estate documents, insurance, and related legal structures to avoid conflict and provide clear directives.

Organized in one simple place

Centralize documentation to specify a single, clear source of necessary information.

Prepared

Leave no doubt. Ensure all key variables have been taken into account.

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Everything working together​

Align estate documents, insurance, and related legal structures to avoid conflict and provide clear directives.

Tax Planning and Minimization

Estate, inheritance, transfer and capital gains taxes can consume a significant portion of even well-planned estates. Providing qualified guidance and on-going reviews for families of any size and structure. Limit the negative impact of taxation through a well-protected legacy.

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Prepared

Life is never linear. Proper planning can help you prepare for a wide variety of circumstances in life and in your legacy. Manage family conflicts. Plan for major family changes including marriage, adoption, divorce, and special needs family members. Leave no doubt. Ensure all key variables have been taken into account.

Start a conversation

Whether you are looking for a second opinion, have more questions, or are ready to become a client, we’re here to help.