ESTATE PLANNING

For multi-generational wealth:

For our multi-generation wealth clients we are generally engaged to focus on one of two main paths. The first is helping a family manage through an estate plan that was set up generations ago and the second is helping to create a clear, well-communicated new/updated wealth transfer plan. We start with understanding your values and assessing what you already have in place. You can blame old English for the hard to understand language in legal documents. Some people think their documents may as well be in Latin! We work hard to help our clients understand their estate plans as well as the different roles they are asking friends, corporate trustees and family to play in the process.

We create effective plans for clients that optimize their giving to family, friends and charities. The White Oaks team, made up of CFP® professionals, a CPA and Chartered Financial Analyst® have in-depth knowledge about advanced estate planning including wills, trusts, family limited partnerships, the alphabet soup of GRATs, CRUTs, CLATs, ILITs, and helping you understand your philanthropic options. In conjunction with existing tax and estate planning advisors we can craft or help to manage a plan that will maximize the impact of your wealth for the ones you care most about.

Tax Planning

Tax Planning

For multi-generations
Investment Management

Investment Management

For multi-generations
Risk Management

Risk Management

For multi-generations
Education Planning

Education Planning

For multi-generations