Estate Planning & Tax Strategies

Estate Planning

After thoroughly understanding the goals and objectives of your family, we engage in a collaborative process with all stakeholders to develop a robust "multi-generational" wealth plan. This involves conducting a comprehensive review of your existing strategies and documents, such as wills and trusts, to identify any inconsistencies with your stated goals. Working closely with trusted advisors, we help update or establish necessary strategies for gifting, sales, and asset coordination, including liquid investments, life insurance, and entity structures. Our dedicated team takes on the responsibility of coordinating these financial instruments designed to ensure seamless execution of your wealth plan.

Tax Planning

Our experienced advisors are dedicated to seeking solutions that safeguard your investments and estate by minimizing the impact of taxes and preventing potentially devastating losses to your financial plan. At Granite Harbor Advisors, we employ a comprehensive planning approach that leverages advantageous tax laws, working closely with your tax advisors to optimize wealth creation and minimize tax liabilities. With our network of support, we craft customized tax reduction strategies that prioritize your long-term financial well-being and help create a lasting legacy.