Wealth Transfer & Gifting

Transfer Wealth Efficiently. Preserve Your Legacy.

Our strategies minimize estate and gift taxes, maximize what passes to your heirs, and ensure your legacy reflects your values — across generations.

Trust Strategies

ILITs, GRATs, SLATs, and dynasty trusts — each designed for a specific purpose. We identify the right structures for your situation and coordinate implementation with your estate planning attorney.

Gifting Strategies

Annual gift exclusion planning, 529 superfunding, charitable remainder and lead trusts, and appreciated asset gifting to donor-advised funds. Systematic, tax-efficient wealth transfer.

Coordinated Execution

Legal structures alone don’t create outcomes — coordination does. We work with your attorney and CPA to ensure every element of your estate plan is current, funded, and aligned with your intentions.

Wealth Transfer at Guardant

Multi-generational planning. Intentional outcomes.

Estate Assessment

Current Plan Review: We review your existing estate plan, asset titling, beneficiary designations, and exposure to estate and gift taxes.

Gap Analysis: We identify where your current plan falls short of your wealth transfer and legacy objectives.

Strategy Design

Structure Selection: We identify the right combination of trusts, annual gifting, charitable vehicles, and insurance structures for your situation.

Tax Modeling: We model the estate and gift tax impact of each strategy to quantify the benefit to your heirs.

Legal Coordination

Attorney Collaboration: We work directly with your estate planning attorney to draft and implement the appropriate legal structures.

Funding: We coordinate the funding of trusts and gifting vehicles with your investment accounts and other assets.

Annual Review

Plan Updates: We review your estate plan annually and after major life events to ensure it remains current and effective.

Law Changes: We monitor estate and gift tax law changes and proactively recommend adjustments when the law or your situation shifts.

Our Advantages

Personalized Guidance

Benefit from bespoke advisory tailored to complex alternative investment structures. We align sophisticated strategies with your priorities and risk tolerance.

Expert Management

Our seasoned team has deep experience across private markets, pre-IPO deals, and exchange funds. We leverage industry connections, proprietary sourcing and robust selection frameworks.

Start the conversation.

Estate and gift planning decisions made today have compounding impact over decades. Let’s discuss what’s right for your family.