Plan Today for Generations Ahead
Proactive estate planning to minimize taxes, safeguard assets, and prepare heirs for responsible stewardship.
Estate planning isn’t one-size-fits-all. It requires a deep understanding of your goals, family dynamics, and financial complexities — insights that can only be gleaned through thoughtful, ongoing conversations.
At Simon Quick Advisors, we offer a collaborative approach, seamlessly integrating tax strategies, gifting, heir education, and legacy preservation into a comprehensive estate plan designed just for you.
Explore Our Estate Planning Solutions
Lay the groundwork for lasting wealth. We structure the right vehicles to shield your assets, support your causes, and bolster your family’s future.
Give with intention and impact. We design trust-based gifting plans and charitable giving strategies to thoughtfully distribute your wealth, reduce tax exposure, and achieve your philanthropic goals.
Turn complexity into opportunity. We help you preserve wealth across generations by implementing tailored strategies to minimize tax liabilities, optimize asset transfers, and ensure your legacy aligns with your long-term financial goals.
Preserve your legacy — and your values. We guide family discussions, educate heirs on wealth stewardship, and help protect what you’ve worked so hard to build.
