As your portfolio grows, so does your need for comprehensive estate planning. Working with HollisWealth, your advisor at Your Private CFO® Family Office will have access to a variety of estate planning and trust services.

 

Regardless of the value of your estate, your overarching financial strategy should include a professional plan for its disposition. We can work with you to address the many aspects of such a plan, including:

 

  • A will and power of attorney
  • Financial trusts
  • Pensions and insurance

 

Working with estate professionals from Scotia Private Client Group, Your Private CFO® can develop an estate plan to meet your goals and objectives.