Meeting with Jesse was a genuine and informative experience. As a fellow advisor, I believe she has a solid approach and balanced approach with clients. Find out what is important to the client and the planning should be easy.Kevin Clemens
LEGACY AND ESTATE planning
Things worth building are worth protecting.
After a lifetime of accumulating wealth, high-net-worth families are confronted with several obstacles when trying to maximize their legacy, including confiscatory estate taxes, complex estate laws, and complicated family or business issues. A comprehensive wealth transfer plan must take into account all facets of the family’s wealth including the transfer or management of business interests, the disposition of the estate, management of family trusts, philanthropic desires and continuity of family governance. Family education is an important aspect; this includes educating family members on financial matters and instilling the family values to minimize intergenerational conflicts. Exceedia Consulting Ltd works collaboratively with a team of advisors from each of the necessary disciplines to ensure the family’s wealth transfer plan is well-coordinated and optimized for its legacy desires.