Help to establish domicile in a new state
Coordinate multi-generational wealth transfers
Obtain a bridge loan for a property purchase
Pay your bills while you are out of the country
Review your buy-sell agreement
Coordinate payment of your estimated taxes
Often, the most important things we do for our clients involve unanticipated events or situations outside of the realm of basic financial planning. Whether it’s sorting through tax issues on a complicated real estate transaction, wiring funds abroad on short notice, acting as “gatekeeper” to vet proposals, or meeting with your young adult children to help educate them and get them going on the right financial path, we can help.