Estate, Gift & Trust Planning

Based on our client’s objectives, we will help you clearly define your goals, identify estate planning issues and opportunities and design a plan specifically customized for you. We will assist in communicating your wishes and protect your family through the use of wills, trusts and incapacity documents. We will develop tax efficient strategies to reduce your overall estate tax exposure, introduce sophisticated family and charitable gifting strategies and consult on techniques that will safeguard assets for future generations.

Strategic Philanthropy

At Audientis, LLC, we have developed our strategic philanthropy services to assist families in establishing their charitable legacy and realize their philanthropic objectives. Through this process you will have the opportunity to turn your principles, values, and beliefs into a structured method of distribution that will have an impact on your family and the community. We will help our clients establish a cohesive action plan to implement charitable goals and will work with our clients to assemble your philanthropy team.

Wealth Distribution Planning

An outdated plan or lack of a plan can cause financial and emotional strain on families. We can help preserve your legacy through the development of fully integrated multi-generational strategies for the distribution of wealth that are consistent with your goals and values. We typically work with our client’s attorney and outside advisors to implement your plan. Our clients typically rely on us as their central financial advisors to manage and oversee their financial well being. The role we assume as advisors depends on each client's particular needs. We are able to offer our services individually or in any combination that our clients desire. Audientis does not manage any liquid funds; our existing relationship with the country’s leading money managers enables our clients to have access to these services.