Estate Planning

Wealth Preservation and Transfer

Wealth preservation and wealth transfer are an important topic of discussion for high net worth clients, especially in light of increased pressure from estate taxes, exemptions and probate litigation. Consequently, the estate planning process should be the focal point of annual reviews and, in many cases, should contribute to asset allocation decisions.

BlueSkye advisers work with their clients to identify estate planning issues and, subsequently, organize meetings with the client’s estate attorney and accountant in order to make tactical changes to the estate plan.

It’s this type of open communication and cooperation that places BlueSkye in a unique position with high net worth families and businesses - We offer a comprehensive, concierge experience with top tier asset management

*BlueSkye does not offer legal advice and is not licensed to practice law. Consult your attorney on all legal matters.