Families

Family wealth faces multiple financial hurdles as it navigates the generations. We work in collaboration with financial advisors to develop the best plan that works for your family. The alliances we create with your financial team we believe create new ideas and improved solutions helping insure your best interests are always protected.

  • Lifelong Service and Plan Administration
  • Innovative Solutions to Protect Your Legacy
  • Estate and Philanthropic Planning

Estate Preservation Services:

  • Wealth Transfer
  • Asset Protection
  • Asset Accumulation
  • Estate Equalization – Balance
  • Estate Tax Mitigation
  • Liquidity Creation
  • Corporate Benefit Remodel
  • Tax Preferenced Retirement Accumulation
Harris Crouch Rules

Businesses

Every family business is unique. Whether your business is to be transferred to the next generation or monetized, we can share experience that will assist in protecting your assets and legacy through this transition.

  • Business Continuity & Succession Plans
  • Tax and Risk Management
  • Innovative and Financially Efficient Solutions To Protect Your Legacy