Fundamentals

Crown is often utilized by its clients to facilitate the estate & legacy planning process. This includes conversations around multi-generational financial planning, and philanthropic considerations. Given the complexity of the strategies involved, Crown collaborates with clients and their primary legal & tax advisors.

"We take great pride in helping our clients perpetuate their legacies through charitable giving and wealth transfer."

Crown Financial Partners

When advising clients, Crown is sensitive to numerous income and estate tax issues, including:

  • The tax implications of active trading.
  • The taxation of assets in irrevocable trusts.
  • The proper titling and registration of accounts.
  • The opportunity to enhance tax efficiency through gifting and charitable vehicles.
  • The necessary liquidity to fund potential estate tax liabilities.