Preserve your wealth

For most people, the decision to make a Will, which defines where and how the gifts with which you have been blessed are distributed, involves your deepest held beliefs and values.  Steve takes this area of his practice to heart and he views being asked to help with this most private and vital task as the highest compliment he could receive. 

Steve uses these tools to help you preserve your wealth and pass it on in the ways you want:

  • Wills & Trusts
  • Charitable giving
  • Family office
  • Family partnership
  • Succession and business exit plans
  • Power of Attorney
  • Advance Directives
  • Delegation of Parental Authority

Steve is highly focused on helping his business clients begin business succession planning. This is extremely important to understand how to prepare to have a successful exit.

As you prepare to exit from your business, Steve will take the time to introduce you to other trusted advisors in his network who bring specific expertise to help you plan a succession or exit.

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