Customized, innovative solutions for complex situations
Why Our Firm
Estate Strategies specializes in multi-generational planning. We work with families who place a priority on precision, experience, and an integration of family legacy with financial details. Employing unique and innovative strategies with a focus on individualized attention, we assist families in accomplishing what is most important to them.
about our process
We begin by listening to understand objectives and priorities. We then help clients understand available strategies so that they can make the best choices for their families. Using EstateTrak®, our proprietary process, we examine, coordinate and integrate all aspects of their financial and estate plan. Concurrently, we work with the clients’ advisors to provide seamless integration of the plan.
Our Ideal Fit
Our clients live in complex times. They are intelligent, successful, and diligent in their responsibility to protect their family assets and legacy. Yet, they require assistance in understanding all the elements and implications of multi-generational wealth transfer. They value experience, integrity, understanding, and the power of an integrated approach.