Customized Solutions for a Complex World.
Our firm is guided by our core principles of delivering customized advice, an unmatched level of personal service and the utmost in confidentiality.
Customized Solutions for a Complex World.
Our firm is guided by our core principles of delivering customized advice, an unmatched level of personal service and the utmost in confidentiality.
Customized Solutions for a Complex World.
Our firm is guided by our core principles of delivering customized advice, an unmatched level of personal service and the utmost in confidentiality.
OUR
SERVICES
* Our estate planning services are offered through our affiliate, Pioneer Wealth Solutions (“PWS”),
Estate Plan Review
PWS develops strategies that meet the complex wealth and estate planning challenges of ultra high-net worth families. Working only with select clientele – and their existing advisor network – the firm takes a comprehensive approach to estate planning and asset protection.
PWS is typically engaged in response to specific planning needs, which often include transactional planning and structuring, sophisticated inter-generational wealth transfer considerations, wealth preservation, asset protection and distribution strategies and family gifting strategies.
Wealth Transfer Solutions
PWS works with both clients and their existing network of trusts, estate attorneys and other advisors. They begin by reviewing the family’s overall goals, with a focus on estate planning and gift tax planning objectives.
Then, they identify and help to implement strategies for minimizing transfer taxes – including gift, estate and generation-skipping taxes.
Get in Touch
To discuss our bespoke for strategies estate planning, wealth preservation and asset protection strategies, please contact us to setup a call.