For many people, their estate would comprise bank accounts, retirement savings, investment accounts, their principal residence and other personal assets along with various amounts owing for vehicles, credit cards and/or mortgages and other liabilities.
You may also be an individual with a more complex estate, which may include ownership of an active business or businesses, various real estate endeavors, joint ventures and other active investments which may be local or overseas.
Our expertise involves financial oversight, advising and leading operating businesses, private equity and real estate. These unique skillsets allow us to provide executor and trustee services in a timely, thoughtful and diligent manner.