Private Wealth Management
The SLAT is a type of irrevocable trust used to transfer wealth outside your estate in which one spouse creates a trust for the benefit of the other spouse and his/her heirs. The trustee of the trust is authorized to make distributions to the grantor’s spouse, during the spouse’s lifetime, should the need arise.
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As the world becomes more digitally connected, cybersecurity risks will keep rising.
Read moreDoes your family need a family office? Are you an executive interested in trading plans, concentrated stock solutions, or tax mitigation strategies? Are you fulfilling your fiduciary obligations as a plan sponsor?
Read moreEstate planning is all about your legacy. A well-planned estate plan is one that meets your goals and avoids unnecessary costs, delays, and conflicts.
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