Overview
Estate planning coordination and wealth strategy
Estate and wealth planning coordination that brings tax, family governance, liquidity, and advisory execution into one more orderly process.
Services
Estate & Wealth
Estate and wealth planning coordination that brings tax, family governance, liquidity, and advisory execution into one more orderly process.
Capabilities
- Estate planning coordination with legal and wealth advisors
- Liquidity, gifting, and transfer-planning support
- Trust, beneficiary, and family governance coordination
- Integration of planning with operating businesses and real estate holdings
Selected Work
Examples in estate & wealth.
Anonymized for client confidentiality. Detail provided in confidential conversation.
§2701 FREEZE
Designed §2701 preferred-equity recapitalization to freeze enterprise value for the next generation of a closely held operating business.
TRUST ARCHITECTURE
Established irrevocable trust architecture for a multi-generational family with concentrated, illiquid holdings.
Related Pages
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Services Platform
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Firenze advisory servicesIndustries
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Industries we serveInsights
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Strategic insightsEstate & Wealth
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Initial consultations are by referral or direct inquiry. We respond within one business day.