Inheritance Plans

Most planning that is done focuses only on the Financial Capital of a family.  The advice typically centers around what are the best decisions for “financial” planning without consideration of the impact on “relational” and “spiritual” planning.  Our process places equal importance on Family Capital, Relational Capital and Spiritual Capital.  This focus allows us to help families Maximize Value, Minimize Taxes, and Optimize Giving while focusing on passing on wisdom.