Private Wealth Strategy

I am in need of a detailed strategy to pass on my financial legacy to my family and/or causes I am passionate about

I would like a Wealth Advisor to help me create a comprehensive financial plan and protect my estate and assets

I have $1 million or more invested in various assets that need to be managed by professionals

My financial situation is complex and I prefer regular/quarterly meetings

I want a Wealth Advisor to coordinate with my other financial professionals

I want help with complex tax strategies concerning my income and investments (business ownership, properties in multiple states, charitable trusts)