Preserve. Protect. Bestow.
With estate and gift planning, you can leave your legacy as you intended for your family, your business, and your charities.
- Wealth protection
- Transfer strategies
- Asset titling & beneficiary review
- Charitable planning
- Gift coordination
Estate planning and wealth management are some of the most priceless and enduring gifts you can give your loved ones—and yourself.
You’ve worked hard to grow your wealth and build a comfortable life for you and your loved ones. Now you want to ensure that they– and future generations – are cared for after you’re gone. You also want to share your good fortune with others. To accomplish both, you need a tax-efficient estate and gifting plan.
Our advanced estate planning and wealth preservation strategies and solutions help you achieve your goals while mitigating your tax liabilities and those of your heirs. The recommendations from our estate preservation and planning advisors are tailored to your unique situation and reflect our expansive knowledge of estate, trust, gift and tax laws.
Comprehensive Wealth Preservation that Reflects Your Vision
Your legacy provides loved ones with the resources to pursue their passions and puts them on the path to financial well-being. But ensuring that these resources last is a challenge. We help you build a legacy that:
- Preserves your wealth by mitigating state and federal estate and inheritance taxes
- Passes wealth efficiently by creating trust structures that facilitate the transfer of assets from one generation to the next
- Protects your family by incorporating provisions about your loved ones’ financial security and the care of any special-needs beneficiaries
Your life isn’t static, and your estate preservation plan shouldn’t be either. We monitor it regularly to make sure it keeps up with you, your family, and changing tax laws.
At GestInvest
Our Private Market Advantages
We offers investment opportunities in private equity, private debt, physical real estate, and venture capital. Discover how we meet the challenges of accessing top-tier managers and securing investor-favorable terms.
The Power of Planning
The taxes can significantly erode a family’s wealth over time—more so than income taxes. This is especially true for individuals who live in high-tax states. We work with you and your attorney to create and execute a comprehensive wealth and estate plan for your unique needs and intentions.
Wealth Protection and Transfer Strategies
How you pass your wealth from one generation to the next directly impacts your taxes and the protections afforded in the event of a lawsuit, divorce, or bankruptcy. Dynasty Trusts and Private Trust Companies are just two ways we help address these concerns and sustain the viability of your estate.
Review of Wills, Trusts and Other Estate Planning Documents
The first step to enhancing your estate plan is understanding where you’re at today. Reviewing your existing documents helps us ensure that all your assets are addressed, including investments, real estate, jewelry, and artwork, and identify opportunities for improvement. Once identified, we work with you and your attorney to close any gaps so you can feel confident your legacy and loved ones are protected.
Charitable Planning and Gift Coordination
Should you make your gift now or in the future? Should you bundle your gifts together in one year? Does a Donor Advised Fund make sense for you? Should you make a monetary gift or donate investments or real property? Our estate planning and financial advisors answer these questions and more to help you maximize the value of your gifts while minimizing taxes.
Estate Succession Planning
If you’re a business owner, the future of your company is an essential part of any estate planning conversation. Do you want to transfer ownership to family members? Do you plan to sell the business and allocate the proceeds amongst loved ones? Whatever your vision, we help you create a comprehensive exit strategy that prepares you, your business, and your family for the transition.
Next-Gen Education
Loved ones who understand the reasoning behind the provisions in an estate plan are more likely to embrace the plan and carry it forward. We offer educational materials that focus on the rising generation to help you have this important conversation.
Let’s Collaborate with Us!
Whatever you want to do, do it without limits with GestInvest.
To find out more about investing with us and the long-term perspective we bring please get in touch with our team.
