Beneficiary designations on retirement accounts, life insurance policies, and certain investment accounts transfer assets outside of the probate process — and can override what a will says. Coordinating these designations with your estate plan and making strategic decisions about which assets to hold versus transfer during your lifetime can improve tax efficiency and help ensure your wealth reaches your intended beneficiaries.
We exist so you don’t have to worry about money. For more than 40 years, we’ve taken the sophisticated, time-tested approach that many ultra-high net worth individuals use to help manage their financial lives and made it accessible to more families.
