Family Wealth Services
- Family education and governance
- Legacy planning
- Cash flow management and financial reporting
Wealth Planning
- Wealth transfer
- Tax minimization and cross-border strategies
- Business valuation and succession
- Financial and estate planning
- Insurance and asset review
- Lifestyle management
- Pre- and post-IPO planning; exit tactics
Trust & Estate
- Living and Family Trusts; Wills
- Estate planning, management and litigation
(trusts, holdcos, multiple beneficiaries)
- Attorney for Property, Executor, Trustee or
Court-Appointed Personal Representative
- Trust administration and structuring
- Agent services for ongoing tasks (e.g., tax compliance)
- Escrow arrangements
- enCircle concierge platform (comprehensive management)