MY FINANCIAL ADVISOR

Family governance, Legacy preservation, Maintain continuity during incpacity, Trust consulting, Fiduciary responsibilities, Asset location, Asset simplification, Asset preservation, Asset title analysis, Asset drawdown, Asset coordination, Facilitate Multigenerational family discussions, Estate preparation consulting, Business succession, Charitable giving, Pre-Family foundation and endowment coaching, Nonprofit/not-for-profit risk mitigation, Estate tax reduction considerations, Income tax reduction considerations, Income protection, Key employee continuation