A telling legacy

Estate Planning

Getting your estate in order so that your loved ones and desires are the only ones who profit from your money.

Leaving a Legacy of Worth

Inheritance tax is often ignored as a one-time fee levied on wealthy heirs during the estate distribution period. Although governments position tax liabilities with good purpose, there are techniques to reduce liabilities that should be part of a holistic wealth management solution.

We have a long history of consulting clients on tax issues at The Camry Group. We take advantage of the advantages that trust arrangements must reduce tax liability both before and after death. Our dedicated tax experts and trust attorneys will assist you in deciding the best course of action while you aspire to preserve a secure lifestyle while planning to leave a lasting legacy.

When addressed at the earliest possible point of existence, effective estate plans can have a significant impact on tax mitigation. In most cases, distribution schedules generated as part of an investment trust are used to legally escape inheritance tax exposure.

As a result, the beneficiaries of your riches have a far richer legacy experience, which you will see when continuing to live your life on this planet. This is one of the most satisfying facets of the wealth management process.

You and your investment needs

Our investment approach

As an independent provider of investment solutions the success of our firm is heavily correlated with the success of our clients. We believe that investor preferences are beginning to demand a closer attention to their unique circumstance as they seek outcomes more relevant to their predefined investment expectations.