Mark
Mark
Case Study

Wealth planning for the retired corporate executive

A retired Fortune 500 corporate executive wants to diversify his large concentrated equity positions preserve and grow the purchasing power of his assets, and develop a wealth transfer plan to support his family for the long term.

Case Study

Managing wealth after the sale of a private business

After the sale of a private publishing business valued at $30,000,000, the wealth creator and members of his family are concerned about growing the purchasing power of their investments and avoiding the permanent loss of capital.

Case Study

Replacing a corporate co-trustee with another corporate trustee

A family has multiple trusts with family members and a bank serving as co-trustees. The bank is not performing up to expectations, so the beneficiaries and family co-trustees want to remove the bank and replace it with another corporate co-trustee. The trust requires a corporate co-trustee.