Advanced Planning
Advanced Planning

Set the stage for success.

Managing the challenges of wealth should not be done alone. We feel that experienced, impartial and customized advice is critical. This is exactly what Birch Cove Group provides. We bring a valuable perspective to the issues that inevitably arise. We also have the resources and expertise to help you address the financial, legal and tax consequences of wealth in a prudent and disciplined way.
One of the most important services we offer is advanced planning. This involves much more than inheritances or charitable gifts. A sound plan establishes financial structures that help you make the most of life now and ensure your wishes are carried out in the future. Because we are uniquely acquainted with you, your family and your priorities, we can guide you through a process that considers your current lifestyle goals and also helps you preserve the values and traditions you have embraced throughout your lifetime.

Get more information about legacy planning.

Get more information about managing significant wealth events.

Get more information about strategies for corporate executives.

<< Alternative Investments            Our Team >>

“To succeed as a team is to hold all of the members accountable for their expertise.”
— Mitchell Caplan
    CEO, E*Trade Group, Inc.