Jeff Spiers

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trust administration estate planning tax planning private client services family office charitable giving wealth transfer fiduciary services legal strategy international planning business planning succession planning foundations & philanthropy private trust companies real estate planning non-profit services multi-generational planning personalized solutions generational counsel risk management asset protection wealth stewardship tax compliance charitable trusts governance & compliance family harmony strategic philanthropy financial security client-centric approach client trust legacy planning tax efficiency private wealth law probate administration wealth management transfer tax planning business entity structuring holistic planning family governance philanthropic planning international tax issues trust structures asset management client advocacy financial advisory multidisciplinary approach collaborative planning compliance management law practice legal services b2b investment management financial services financial consulting consulting management consulting