We listen closely to our client’s individualized needs and views on retirement, business succession, and transferring wealth to the next generation or a favorite charity. VCM works with other trusted professionals to establish the structure and operational needs of each unique design. We assist clients in developing strategies designed to achieve their goals in the following areas:
Financial and Retirement Planning
- Estate planning
- Estate preservation
- Business succession planning
- Charitable giving
Philanthropic Planning and Design
The appropriate vehicles are then incorporated into long-range estate and wealth planning strategies. We develop and design philanthropic planning options that may include:
- Outright giving
- Donor advised funds
- Private grant making and operating foundations
