Wealth Transfer & Charitable Giving

Whether you are charitably inclined or wish to leave behind a financial legacy for your family, care and attention is needed to ensure the fruits of your labor are passed along according to your wishes.  As a Copperwynd client, we will explore with you:

Wealth Transfer and Charitable Giving

• Continuity and estate planning

• Family governance and succession planning

• Estate tax planning

• Family meetings

• Terminal illness planning

• Charitable giving

Life changes and financial consequences are inseparable.

FINANCIAL SERVICES
RETIREMENT SERVICES