Private Wealth Management & Estate Planning

Managing personal wealth and planning for the future requires a thoughtful, strategic approach. At Aliant, we are committed to helping high-net-worth individuals, family-owned businesses, and philanthropic organizations secure their legacies with confidence and clarity. Our Private Wealth Management & Estate Planning practice provides customized solutions to preserve, protect, and smoothly transfer wealth according to your vision.

Our experienced attorneys guide clients across a wide spectrum of estate and tax planning needs, from minimizing tax burdens to planning for charitable giving and business succession. With extensive knowledge in trust and estate administration, we provide strategies focused on long-term value, compliance, and tax efficiency, making even the most intricate plans manageable.

Our services include:

Estate and Gift Tax Planning – We develop personalized strategies to reduce estate and gift tax impacts, maximizing asset preservation.
Trust and Estate Administration – Our team manages the intricacies of trust and estate administration, ensuring your intentions are respected at every step.
Business Succession Planning – We help family businesses transition smoothly across generations, maintaining continuity and safeguarding value.
Charitable Planning and Philanthropy – We assist in structuring charitable contributions that fulfill your philanthropic goals while offering tax benefits.
Asset Protection – We create structures to shield assets from potential risks, safeguarding wealth for the future.
International Wealth Transfer – Our guidance on cross-border estate planning ensures compliance and tax efficiency across global jurisdictions.

We know that wealth management and estate planning involve more than numbers; they reflect personal values and goals. Our team is here to provide thoughtful, practical advice that respects your wishes and meets your family’s needs. With Aliant by your side, you can build a legacy that lasts, creating peace of mind for you and a secure future for those who matter most.