Our Services

Estate Planning Advisory

Pioneer's estate planning team offers deep technical expertise and expert advice to our clients.  Our estate planning services are offered through our affiliate, Pioneer Wealth Solutions, and include:

Estate Plan Review

At Pioneer, we believe estate planning is an integral part of a client’s overall wealth management plan. We work 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, we identify strategies that may minimize transfer taxes such as gift, estate and generation-skipping taxes while meeting the family’s planning objectives.

Wealth Transfer Administration

Our in-depth, consolidated financial reports facilitate the effective administration and monitoring of estate and wealth transfer planning vehicles. We monitor the performance of existing estate planning entities to ensure ongoing objectives and obligations are achieved.

 

Wealth Transfer Solutions

Through our affiliate, Pioneer Wealth Solutions, we develop strategies that respond to the complex wealth and estate planning challenges of ultra high net worth families. We offer our 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. Our 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.