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Estate Planning

Plan today and protect your assets against the unexpected

Our Estate Planning Services combine strategic planning with a deep understanding of your business and family. We identify and mitigate risks, improve tax efficiency, create liquidity and support multi-generational continuity.

VGV Corporate

Estate Planning

Risk-based estate planning

Multi-generational planning

Business succession

Inheritance equalization

  • Private placement strategies
  • Tax and philanthropic planning
  • Life-insurance implementation advice
  • Risk concentration insurance
  • Liquidity for loan collateral
  • Key person insurance
  • Protection of foreign assets
  • Planning for U.S. beneficiaries

We value our clients’ trust and consider them absolutely worthy of our loyalty, dedication and integrity.

Frequently asked questions

Do any of these situations sound familiar?

Is a person critical to your company or an ongoing project?

Our team can review your particular circumstances and identify the most appropriate strategy.

Can you distribute your estate in the way you intend?

Our team can review your particular circumstances and identify the most appropriate strategy.

Do some beneficiaries participate in the business while others do not?

Our team can review your particular circumstances and identify the most appropriate strategy.

Do you need an estate structure compliant with tax law?

Our team can review your particular circumstances and identify the most appropriate strategy.

Estate Planning

Our team is available to provide the information you need.

Request information