We collaborate with your team of outside experts, like tax professionals and legal counsel, to provide a seamless experience. We understand your balance sheet and understand how estate structures and entities fit into your broader financial picture. We review tax returns and evaluate tax-efficient solutions for transactions, including businesses interests, executive compensation, and equity awards.

Using decades of experience, and knowing your goals, we provide support and guidance for business transactions, from transitioning a family business to another generation to selling a business outright.

We facilitate conversation around how you want to make the greatest impact with your wealth, whether it’s investing in nonprofits or for-profits in areas about which you are passionate. Then, we work to help you do it.

We engage with your family members as appropriate and needed for your circumstances. We leverage Windsor’s experience in coordinating, hosting, and contributing to meaningful family meetings. We consult family members regarding their personal financial plans and interaction with the family’s broader plan.

Understanding your family’s full financial picture, we are able to review coverages and work with your insurance team to ensure appropriate coverage.