For many families, preserving wealth for multiple generations is a primary goal.  Our professionals help you protect your wealth for future generations by minimizing tax liabilities and leveraging gifting opportunities. We create a tailored plan to maximize wealth transfer and minimize taxes for high-net-worth individuals and their families. Strategies to protect your family assets may include charitable trusts, revocable living trusts, annuity trusts, generation-skipping trusts, and charitable gift estates that benefit family and selected charities.