At Hungerford Nichols, we are committed to understanding your individual needs and family dynamics to best tailor our services to your goals while striving to preserve your family legacy and wealth. Whether it is for transferring wealth to future generations, safeguarding assets, or for charitable intent, we can achieve this through our team-oriented approach, and by considering all facets of your long-term financial objectives while meeting the wishes of your control.
As we begin to understand the thoughts of an individual, we tailor our wealth transfer planning strategies to each unique planning situation. We have successfully implemented a variety of techniques to transfer wealth with little or no tax cost that would include:
The estate planning process can be described as an ongoing journey. By creating relationships with multiple members of our firm, we are able to develop comprehensive solutions for the entire family. Flexibility and controls allow for the plan to meet the family objectives.
We can assist with the following services: