Trademark Capital Services

Trademark Capital Services works to exceed our clients’ expectations and their long-term personal financial goals by providing custom solutions developed in conjunction with CPAs, legal advisors, counselors, and other client advisors. We understand how taxes can impact wealth over time. Our team is well-positioned to develop tailored preservation strategies for various assets to reduce a negative tax impact and amplify the value for future generations.

We offer our clients an array of estate planning opportunities integrated with advanced financial modeling and a thorough review process. The consulting services we provide include:

  • Efficient tax-funding strategies
  • Diversification and preservation of assets
  • Business succession planning
  • Enhanced charitable giving strategies
  • Solutions for equitable distributions to beneficiaries
  • Long term care planning
  • Ongoing administration and review to adapt to clients’ changing needs

Our commitment to sound planning, differentiated products, and efficient implementation fuels advanced multi-generational estate and wealth transfer planning and helps deliver significant and sustainable value to families and businesses.