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 2018


World's 5th Largest Wealth Manager By Assets

Scorpio Partnership's Global Private Banking Benchmark Report 2017


Best Initiative of the Year in Relationship Management (North America)

Global Private Banking Awards 2017 presented by PWM and The Banker


Related articles

figure
Analysis

Pressure points

While there is no U.S. recession on the horizon, investors should remain attuned to early warning signs of potential challenges.

Read more
figure
Analysis

New kids on the blockchain

By Frédérique Carrier

Cryptocurrencies are unlikely to replace traditional money in the short term, though blockchain, the technology that underpins them, will disrupt many industries. How can investors approach this nascent innovation?

Read more