Wealth preservation and wealth transfer planning begin with comprehensive analysis of the risks to a family’s assets.  This first step can be thought of as an asset protection audit.   

We first determine your goals and purposes for your family’s wealth, and we then identify the threats to achieving those.  As family wealth grows, managing it increasingly becomes a matter of managing risks.  The typical risks include income taxes, estate taxes, gift taxes, current or future health problems, marital or family uncertainties affecting you or your descendants, lawsuits and liability issues, and many others.

Once the potential risks to a family’s assets have been determined, we design customized, cost-effective, and practical methods for managing them.

We have more than 26 years of experience with wealth preservation and wealth transfer planning in the Triangle area:  Raleigh, Durham, Cary, and Chapel Hill.   Please call us at 919-571-7241 to arrange an initial conference.