Services for high net worth individuals and families:
Managing Taxes and Risk
Beyond helping you grow your wealth through investing, our goal is to help protect it through judicious tax and risk management. Our experienced family wealth services team, led by Dut LeBlanc, can conduct a thorough review to reveal your risk exposure, determining whether you’re making the most of tax opportunities and insurance strategies. Being a Tennessee domiciled trust company, we have access to the nation’s most advantageous trust legislation in the nation regardless of your state residency. These strategies could include Family Limited Partnerships, Spousal Lifetime Access Trusts, Tennessee Income Non-Grantor Trusts and beyond.
Planning for Wealth Transfer
Often when we ask our clients what their greatest priority is, the vast majority answer “passing down as much of our wealth to our children as possible.” We can help you put the necessary arrangements in place to transfer your wealth according to your wishes, at appropriate times in your beneficiaries’ lives, and in the most effective and tax-efficient way possible. We lean on best practices with a strong focus on your family’s unique set of circumstances, values and goals to craft the best wealth transfer plan for you. We help facilitate communication among family members about the plan and provide the expertise necessary for ongoing management of assets by working as an integrated team with your CPA, your attorney, and your other trusted advisors.
Planning for Charitable Giving
With significant experience in establishing donor advised funds and private foundations, our philanthropic associates can help your family define and pursue charitable goals with a strategy that best compliments your wholistic financial plan. Learn more about our philanthropic services here.
Preparing the Next Generation
Some families have multiple generations involved in their financial affairs and need more specialized assistance. Our family governance team, led by Mark Hartnett, can help prepare your younger family members through establishing a system for family governance, facilitating family meetings and developing a customized education program for beneficiaries to help preserve your family’s unique story and vision.