A power of attorney authorizes someone you trust — your agent — to act on your behalf in financial or medical matters if you become incapacitated. A financial POA covers bill payments, investment management, tax filings, and property transactions. A healthcare POA designates someone to make medical decisions. Without these documents, your family may need to petition a court for guardianship or conservatorship, which is costly and time-consuming.
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.
