Estate planning for individuals: gifts, trusts, wills, and captive insurance.

We work hand-in-hand with some of the top Estate Planning attorneys in Tampa Bay to make sure that your legacy remains intact for future generations.

Our global approach ensures that your wealth is retained by your heirs and beneficiaries, whether that be your family members or your most valued charity. We utilize a variety of tools, such as planned gifting, trusts, and captive insurance, to achieve your goals.