BUSINESS SUCCESSION & ESTATE PLANNING

While many wealth management firms do offer some estate planning services, you often need to bring in your own estate planning attorney or specialist, and if you don’t have an estate or trust attorney, firms will often refer you to someone they work with. This leaves you with the job of coordinating a team of experts yourself.  At Symphony Financial Services, we have an in-house estate attorney who works with our financial advisors to protect your loved ones and everything you’ve worked so hard for. Because your advisor already understands your specific financial goals, the sometimes stressful process of drafting and updating your estate plan is made easy from start to finish.

 

We have extensive experience in complex business succession planning for closely held businesses.  Our legal expertise, as well as background in tax laws and business knowledge, allow us to provide comprehensive business succession and wealth transfer planning.  Our process always puts your family’s values and dynamics first.