By definition, estate planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death according to your goals and objectives.

Why is Estate Planning important
Clients are often confused and frustrated by the complexities involved in making sure their estate will pass to their intended beneficiaries.

• How you want your assets managed and eventually distributed
• Who you want to benefit from your assets now and in the future
• Who you want to be responsible for carrying out these instructions.

Planning for the future and ensuring that your wishes will be carried out doesn't have to keep you up at night. Through sound planning and thorough implementation, you can develop a comprehensive, well-executed strategy to help shape the future you envision, regardless of life’s uncertainties.

What can we do for you
We, at Hexeum Capital help to make the process more understandable for you and your family by providing investor education and planning tailored solutions to your specific estate planning needs. Through our collaborative approach to estate planning, working alongside you, your legal counsel and other third party advisors that may be involved in the process, we will develop an estate plan to help preserve your wealth for future generations, fulfill philanthropic goals, and minimize tax implications.

We not only assist our clients in the development of a comprehensive estate plan, we regularly review the plan in order to help ensure it is updated with our clients' changing needs and objectives. Priority is also placed on protecting and managing your assets from unexpected health, personal, and business risks to providing the utmost comprehensive and seamless service.