Estate Planning Services

Custom Wealth and
Estate Planning Solutions

Give Gifts, Create a Lasting Legacy

Whether you wish to leave gifts to your heirs to provide for them for years to come, or you want to give to a favorite charitable organization, we can help create an estate planning strategy as an integral part of your overall wealth management plan.

Our team of experienced estate planning professionals will collaborate with your legal counsel and your tax team to help ensure that your assets are transferred to your beneficiaries according to your wishes and in the most tax-efficient way possible.

It’s our goal to give you the most personalized experience possible and to create an estate plan that fits well into your wealth management strategy.

Trust services provided by Mariner Trust Company (“MTC”) an affiliate of Mariner. MTC is a state-chartered public trust company organized under the laws of South Dakota and serves to provide its customers with administrative trust services and other related services.

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