If anything is more important than building wealth, it's taking care of it. We encourage you to create a comprehensive estate plan that may distribute wealth during your lifetime or at death, and do it in a tax-efficient manner. But our family wealth team doesn't offer pat strategies according to net worth. Like each client, each plan is unique. Initially, we ask you to give us your distribution wish list, as if taxes were not an issue or concern. After listening and weighing your wishes, we tailor an estate plan to get the job done in the most tax-efficient way. Frankly, however, we also present options—just for your consideration—that may deviate from your plan—if we think the options would yield significant tax savings.