As you accumulate assets, you can’t help but think about protecting and perpetuating these hard-earned assets. An important part of the Wealth Navigation planning process is working with our clients to ensure they have the most efficient structure to make sure their assets are protected and handled according to their wishes after death or incapacitation.

Whether we are establishing a family bank structure or a basic estate plan, we work with clients and their strategic advisors to ensure they are getting the most efficient structure for their needs. We review structure with clients on a regular basis and recommend changes when necessary.

We believe the foundation for any financial decision should be the family philosophy. After we consult with clients to establish this family philosophy we work to make sure it is recognized in any decisions that are made going forward.

We work with other trusted advisors to ensure the following are in place and being used most efficiently:

  • Wills and Trusts
  • Buy-Sell Agreements
  • Medical Directives
  • Powers of Attorney
  • LLC, FLP, S-Corp, C-Corp