Estate Planning Strategists was developed by Phillips Family Office out of the need to assist clients grow their estate and protect intergenerational wealth.
Families today can be complex. As we live longer we find that we have the added responsibility to care for our elderly parents or siblings. This is usually at a time when our own commitments are quite demanding as new parents ourselves or seniors.
Additionally, for many clients, such responsibilities are very new with a bewildering range of options.
Some of the areas of advice offered by Estate Planning Strategists are: