A legacy can take a lifetime to build. Ensuring that it is gracefully transitioned to the next generation is a process that should consider your individual values and desires, and the needs of the people and organizations you care about most.
Our team at Winthrop, has decades of experience helping individuals develop sound legacy and estate strategies and we’ll help you to create a plan that addresses the potential risks and complications associated with transitioning your wealth.
We’ll work closely with you—in conjunction with your attorneys and tax advisors—to ensure that your wealth and charitable gifts are transferred to beneficiaries according to your wishes, and in the most tax efficient way possible. It’s a wholistic approach that considers virtually every aspect of your financial life. It ensures that all the components of your wealth plan—and the people who are part of it—are in perfect sync.