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Analysis Into Action

We help high-net worth families with complex financial situations to identify, create and integrate solutions so they may have a significant impact within their families and beyond.

Financial Planning along with Retirement and Tax Analysis

Estate Strategies provides clients with an integration of estate planning expertise coupled with sophisticated financial planning analysis and strategies. Our knowledge and experience regarding tax implications, investment advising, and an overall contextual knowledge of each client’s situation combine into a complete and comprehensive solution.

Estate Planning

With tax code changes, wealth transfer and asset protection issues, and the spectrum of entity options afforded high-net worth families, estate planning is a complex and multi-faceted equation. We provide the technical expertise required to manage the complexity with the relevant, context-based counsel our clients require to make informed and family-focused choices.

Business Succession Planning

We provide expertise concerning business entity and succession planning considerations and integrate these elements into a cohesive, total estate and financial plan.

Investment Advisory

With new tax laws negatively impacting wealth accumulation, Estate Strategies specializes in tax-efficient investing and tax-loss harvesting. Investment advisory services are offered through Ulrich Investment Consultants a Registered Investment Adviser and a member of the Investment Advisor Group of Callan Associates.  Estate Strategies and Ulrich Investment Consultants are two of only 30 firms in the country with exclusive access to Callan’s capital market forecasts and money manager due diligence. Callan Associates, a premier investment consulting firm, advises on over $2 trillion of assets. We bring the availability of Callan’s expertise to our clients with a minimum of five million in investable assets.

For more than 20 years, our clients have had written investment policy statements, and have received quarterly performance reports. Investment review meetings are held at the client’s discretion.

Areas of ExpertiSE

At Estate Strategies, our wealth of knowledge and experience help us to construct estate planning strategies for our clients that protect their wealth and provide confidence in their decisions. Some of the specialty areas we’ve successfully resolved in the past include:

  • • Family business succession plans with children both in and out of the business
  • • Taxable estates with insufficient liquidity
  • • Asset protection involving complex assets and professional liability concerns
  • • Inheritance issues arising from blended families and protecting family assets from heirs who divorce
  • • Entity structures (trusts, LLCs, family foundations, corporations, partnerships, non-profits)
  • • Maintaining control of assets moved outside the taxable estate
  • • Generation-skipping, Dynasty Trust planning

Please contact us to schedule a private conversation at