Private Client Services
NFP National Madison offers long-term, individualized wealth preservation, and transfer solutions. We assess issues ranging from citizenship, domicile, special needs trusts, philanthropic objectives, risk-tolerance, tax efficiency, and asset protection to subtle matters of family harmony.
Many of our clients own assets that are unique. They may include important collections of art, antiques, rare books, or classic cars. Patents, trademarks, and copyright catalogues are also important assets that need to be protected. A secondary residence, such as a summer home where the family gathers, celebrates, and renews itself, has more than just a monetary value. We know how to enable future generations of the family to continue to enjoy these special assets, but the planning requires vision, careful thought, and expertise.
Resources:
Common Pitfalls in Life Insurance Planning
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