Wealth Planning Advisory Services
Pamela Lucina
Chief Fiduciary Officer, Trust & Advisory Practice Leader
A collaborative approach for managing your complex wealth management needs
Wealth planning is about much more than money. It’s about helping you achieve your lifetime goals. We integrate your business and financial goals, create a comprehensive wealth plan, educate family about shared wealth, advise on philanthropic ambitions and manage your taxes.Research-based insights at the intersection of changing tax policy and managing complex wealth.
Societal and familial shifts require a new approach to planning for an effective transfer of wealth.
Navigating the many dimensions of wealth planning
The complexity of your finances requires a coordinated approach. We provide guidance in the following areas:
Business
Advisory Services
Providing solutions that integrate your business
objectives with your individual and family goals.
Family
Education and Governance Advisory Services
Bringing your family together
in conversation to create a shared vision of wealth.
Financial
Wealth Planning Advisory Services
Developing financial wealth planning
strategies to help you meet your goals, from wealth accumulation to retirement.
Philanthropic
Advisory Services
Advising donors on charitable giving strategies
to help you make a lasting impact with your wealth.
Tax
and Wealth Transfer Advisory Services
Optimizing your wealth by managing
taxes as you accumulate and transfer wealth in an ever changing tax landscape.
In addition, our health benefits advisory services provide guidance on healthcare related insurance and expense management.
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This information is not intended to be and should not be treated as legal, investment, accounting or tax advice and is for informational purposes only. Readers, including professionals, should under no circumstances rely upon this information as a substitute for their own research or for obtaining specific legal, accounting or tax advice from their own counsel. All information discussed herein is current only as of the date appearing in this material and is subject to change at any time without notice.
The information contained herein, including any information regarding specific investment products or strategies, is provided for informational and/or illustrative purposes only, and is not intended to be and should not be construed as an offer, solicitation or recommendation with respect to any investment transaction, product or strategy. Past performance is no guarantee of future results. All material has been obtained from sources believed to be reliable, but its accuracy, completeness and interpretation cannot be guaranteed.