Estate Planning

Estate Planning

The challenge of building and protecting substantial wealth requires expertise, entrepreneurial thinking, and a commitment to personal services. In our judgment, this is done with a combination of investment management, and financial planning. Investology Advisors provides this comprehensive offering to high-net-worth individuals, their business and their families throughout their financial lives.

Investology Advisors works with outside legal and tax specialists to incorporate estate-planning techniques that are designed to grow and protect our clients’ wealth. We work with our clients to select the appropriate methods to meet our clients’ wealth transfer objectives. At Investology, we work within the estate plan to optimally position the assets of our clients in order to minimize their overall estate taxes.