Wealth Transfer and Estate Planning

Ensuring the Success of Future Generations

Wealth transfer and estate planning is a bedrock component of your overall wealth management strategy. Planning for the transfer of your wealth or business is necessary to preserve your legacy and ensure your heirs have access to the freedom and opportunity you worked so hard to secure.

Through our Harvest Wealth Management for Life™ service and its Lifetime Financial Management capabilities, we help individuals and families define the requirements for their estate plan and best methods of transferring their wealth. If a plan is already in place, we will work with you to ensure it is up-to-date in terms of titles, assets, and trusts.

Our wealth transfer services include:

  • Wills and trusts
  • Gifting, asset titling and estate tax funding
  • Succession planning
  • Family wealth counseling
  • Family business succession planning

Combined, these services ensure your estate is distributed to your beneficiaries based on your wishes. Whether you are passing on value in the form of finances, real estate, or a family business, we ensure your wealth transfer and succession planning is taken care of in a manner that minimizes unexpected financial burdens on your family.

We also deploy and manage our vast network of financial and estate professionals to ensure all of your wishes are met from a legal, accounting, and insurance perspective.

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