By David M. Desmarais
By Daniel M. Andrea
By Michael A. Trotter
SECURE Act 2.0
By Paul Nadeau, Jr.
The Private Client Services (PCS) group works with some of New England’s most prestigious investment advisory firms and sophisticated estate and financial planners. Our coordinated approach allows for the unique perspective of the various disciplines with the goal of providing coordinated and effective solutions to clients’ estate and gift planning needs.
In today’s unpredictable estate and gift tax planning landscape, it takes a team approach to foster personalized, creative and flexible solutions for lifetime giving strategies and beyond. Effective solutions take into account not only tax minimization; we also address clients’ other concerns and goals including control over assets, family legacy and retirement income.
We have the resources to assist you with a variety of solutions including:
Contact our team