Estate planning solutions

Protect wealth and transfer it effectively

Once you have achieved a certain level of financial wellbeing, your priorities may shift from accumulating wealth to protecting it and taking steps to help the people and causes you care about benefit from your success. It is also natural to give thought to creating a meaningful financial legacy as one ages.

Estate planning can help you take control of issues that may matter to you.

  • Protecting assets and helping others make decisions on your behalf, if you become incapacitated.
  • Avoiding the time, expense and publicity of probate.
  • Reducing potential estate tax exposure or providing funds to cover anticipated estate tax liabilities.
  • Helping ensure a business, property or other high-value illiquid asset can stay in the family.
  • Transferring wealth efficiently from one generation to the next.
  • Ensuring funds are distributed to intended heirs and charities according to your wishes.
  • Realizing philanthropic visions during your lifetime.
  • Creating a charitable legacy at estate settlement.

No matter what you want to accomplish, a broad range of trust and insurance strategies and solutions are available to help you achieve your estate planning goals.

Best Place to Work for LGBT Equality

The Human Rights Campaign 2017


World's 5th Largest Wealth Manager By Assets

Scorpio Partnership Global Private Banking Benchmark 2016



Related articles

figure
Wealth transfer

Planning to leave a family legacy? Why writing a will is not enough

More than half of people surveyed have a will, but less than one-third have a full wealth transfer plan. While a will is a good first step, a comprehensive wealth transfer plan requires much more planning and documentation.

Read more
figure
Retirement

College or retirement? How to save for your child’s future without disrupting yours

With the cost of post-secondary education steadily rising, how much support is too much for a child without spoiling a parents’ retirement goals?

Read more