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The Planning Center of Excellence

Bringing you insights to help preserve, protect and transfer your wealth.

 

As your wealth grows and becomes more complex, you need expert advice and sophisticated planning strategies to help achieve your goals and passions. Whether advanced gifting strategies for the whole family, selling your company, or simply protecting your legacy, the Planning Center of Excellence provides the insights you need to navigate your personal journey.

Explore strategies to help protect your legacy

Estate plans built to last

Whether it’s advanced gifting strategies for the whole family, selling your company or simply protecting your legacy, the Planning Center of Excellence provides the insights you need to navigate your personal journey.

Should your company manage your personal finances?

Strategies that can help you remove needless potential risks from your family business.

Planning your charitable legacy

A deliberate, strategic approach to giving can help maximize tax advantages while expanding your support of nonprofit organizations.

Managing your concentrated stock position

Can awards and grants from your company – even if you think it’s poised for long-term growth – pose potential risks to your portfolio? Here are some ways you might minimize the risk.

Steps every executive should take before retirement

Preparing executives for unexpected life events

By taking thoughtful, strategic steps, you can see to the long-term security and well-being of your family and yourself.​

Art and your estate plan

Careful planning could help you achieve your wealth transfer goals without giving up the collections you adore.

Art and the family office

While collectors buy for the love of art, those who manage their wealth can provide an essential service by considering the financial implications.

Protecting your business and your wealth

A succession plan charts a path for your eventual departure from your business, reducing uncertainty for future stakeholders while helping you achieve goals for your business and family.
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