The financial transfer between generations is easy. The conversation around it is hard. We help with both.
Legacy planning, done well, addresses both. We coordinate the technical work alongside your estate attorney and, when invited, help facilitate the harder conversations about values, expectations, and stewardship across the next stretch of the family's road.
Our clients are united by something deeper than wealth a desire to live intentionally, to plan with care, and to leave more behind than just a balance sheet.
Reviewing and aligning beneficiaries across retirement accounts, life insurance, and investment accounts so they match your current intent.
Evaluating gifting strategies, generation-skipping transfers, and the tax-efficient movement of assets across generations.
Coordinating with attorneys and CPAs on strategies to manage federal and Connecticut state estate tax exposure thoughtfully.
Working with your attorney to ensure that the trusts they've designed are funded properly.
Coordinating donor-advised funds, charitable trusts, qualified charitable distributions, and other vehicles.
When families are ready, we help facilitate meetings that bring multiple generations into conversation about values, expectations, and the role wealth will play in the lives ahead.
Most affluent families have done the legal work. Few have done the conversation. The result is predictable: heirs receive significant wealth without ever having discussed what their parents hoped it would mean without anyone having mapped the next stretch of road together.
We don't insist on these conversations they aren't right for every family. But when families are ready, we've found that facilitating them carefully can be one of the most valuable things we do. The legal documents transfer the dollars. The conversation transfers the values.
Estate planning is the work of attorneys. We are not a law firm and do not draft documents. Our role is coordination: ensuring that the strategies your attorney designs are implemented across your accounts, that beneficiaries and trust funding are correct, that your investment and tax planning aligns with the estate structure.
Every meaningful partnership begins with a single, honest conversation, the first step of a long road traveled together.
Financial planning and wealth management for the life you're building. An independent, fiduciary firm in Southport, Connecticut, walking alongside individuals, families, and business owners.
