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A Team Approach

We believe that proactive and open communication with your tax and legal professionals is critical to helping you work towards your financial goals. Clear communication between your professional partners can help ensure your tax, estate and investment planning needs are fully aligned with your objectives.

We are happy to work with your attorney(s) or tax advisor(s) to coordinate strategies and help ensure your best interests always come first. For your convenience, we can coordinate the activities of these professionals to guide you along your financial path.

  • We work with our clients’ CPAs and attorneys on a regular basis to help ensure important financial decisions are not being made in a silo.
  • We can help facilitate year-end tax planning with your CPA and also provide Realized Gain/Loss reports to them along with other information they may need.
  • We work with our clients’ attorneys to ensure investment accounts are set up properly to reflect any new estate issues (formation of a trust) or changes that may require updating, including beneficiary designations or other information.