Family wealth planning is the cornerstone for effective wealth preservation. Yorkville can assist with your lifetime wealth planning, helping to manage, preserve, and transfer your assets. With an emphasis on multigenerational benefits, Yorkville has the necessary experience to help families with active business or passive investments.

The generational transfers of wealth and final contributions to society through charitable bequests are essential considerations in an individual’s life. Without proper estate planning, a significant portion of your assets could be unnecessarily lost to taxation, estate administration fees and probate fees, reducing your ability to leave a lasting legacy for loved ones and worthy organizations.

Yorkville uses its in-house expertise to develop and implement a tailored estate plan to help ensure your goals for your estate are achieved. We leverage our relationships with external specialists and welcome the involvement of service providers with whom you have a pre-existing relationship. As part of your estate planning team, Yorkville can help guide you through the estate planning process and provide you with the necessary financial products and services.