As stewards of your family’s wealth and transition specialists, we are here to guide your legacy from one generation to the next. Through comprehensive planning and the support of Richardson GMP’s team of in-house tax and estate planning professionals, we will develop a comprehensive, tax-efficient strategy for managing your family’s wealth.
Whether that’s offering guidance and insight on charitable giving and philanthropy or ensuring the transfer of your values alongside your hard-earned wealth, preserving your legacy is our priority. And for clients with $10 million and more in investable assets, we offer full concierge service through Richardson GMP’s Private Family Office. You can trust us with your legacy.
With your help I feel so much better about my retirement. You have surpassed all my expectations. You also have a truly excellent and dependable team.
— Ellen M.