Estate Plan Consulting

Aquilance

Aquilance provides financial administration services for Ultra-High-Net-Worth individuals and families, empowering them and their advisors with the necessary financial clarity to make critical economic decisions that impact their current and long-term financial legacies.

Prosperis Partners

Prosperis delivers custom, multigenerational plans that reduce estate taxes and distribute assets according to your unique objectives. They coordinate with any advisors needed to implement all aspects of your plan.