Estate Planning

You have worked hard to build and retain your wealth. A well designed estate and gifting plan can provide tremendous asset protection, ensure your assets transfer to your intended beneficiaries when and how you want them to, and reduce or eliminate the risk of paying estate tax.

We are passionate about helping our clients manage wealth from generation to generation. Pacific Elite Management Group  works directly with Estate Planning Attorneys to create a highly personalized, sophisticated trust structure for individuals, charitable organizations, endowments, foundations, and retirement plans. We integrate experienced, consistent, fiduciary expertise and coordinated investment management to implement the estate plan that meets your goals.

Preserving wealth requires more than wise investing. Successful wealth management involves planning not only for the near term, but for generations. Trust service, estate planning, and implementation are equally important, because even the greatest of plans will fail if it's implemented incompletely or incorrectly.

  • Living Trusts
  • Estate Planning
  • Wealth and Asset Transfers
  • Living Estate and Wealth Management