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Brian George
Tax, Estate & Investment Solutions
Guidance For A Lifetime: Integrated Financial, Tax, And Estate Planning For High-Net-Worth Families
Full-service financial management shouldn’t be reserved for the ultra-wealthy.
Comprehensive advisory services can be fragmented and costly, especially if you want the full benefits of tax planning, estate planning, real estate, and investment expertise.
What we’re doing about it.
Lifetime Estate Planning
Most estate planning services are billed by the hour, and many families delay making important updates to their trusts until it’s too late.
As a client, you and your family have unbilled access to our estate planning team, meaning you can call us with any questions about your estate plan at no charge.