Our estate planning services are offered through our affiliate, Pioneer Wealth Solutions (“PWS”), and include:

Estate Plan Review

PWS works with clients and their existing advisory network such as trusts and estates attorneys to review estate and gift tax planning objectives in consideration of the family’s goals. In doing so, they identify strategies that may minimize transfer taxes such as gift, estate and generation-skipping taxes while meeting the family’s planning objectives.

 

Wealth Transfer Solutions

PWS develops strategies that respond to the complex wealth and estate planning challenges of ultra high net worth families. They offer their best ideas to a select group of clients, typically in response to specific planning needs which may include transactional planning and structuring, sophisticated inter-generational wealth transfer considerations, wealth preservation, asset protection and distribution strategies and family gifting strategies. Their team works closely with a client's existing advisor network to understand the nature of their assets, estate plan and objectives in a comprehensive manner.