Intuitive Planning
Many successful families ask themselves challenging questions when it comes to planning for the eventual disposition of their wealth. Important questions such as “How much is enough?”, “How much is too much?”, “What considerations should we have when choosing trustees?” or “What are other families like mine doing to maximize their wealth planning?” are often brought up.
Endeavor Advisors is here to assist with creating trust and estate plans, philanthropic strategies, and investment structures that maximize value for generations to come. Drawing on executive-level experience from a top-ranked national trust company and collaborating closely with clients’ tax and legal advisors, we offer a unique perspective and a team-based approach to help families navigate these complex decisions.
