Transferring Excess Capital
Lifetime Gifts and Testamentary Bequests A method of transferring discretionary wealth is to donate it immediately or during one’s lifetime …
estate planning
Core Capital and Excess Capital
Developing an estate plan that will sustain a family and their descendants over multiple generations is a challenging task. A …
Domestic Estate Planning
Estate planning is a critical component of wealth management for private clients. Translating the goals of an individual or family …