Visualize plans, model scenarios and optimize for tax alpha.
Here’s how we help reduce manual processes and provide clients unparalleled clarity:
Demystify estate planning nuances like sub-trust distribution schemes, federal and state estate tax implications, Generation-Skipping Transfer Tax (GST) exempt and non-exempt trust breakdowns, administrative costs and more.
Estate tax calculators and scenario analysis capabilities to quantify tax implications and identify optimization opportunities.
Drive scale and repeatable processes through cutting edge technology, like our document extraction AI, Ester™.
Create custom visual reports for clients, choosing the elements of their plan that matter the most to them—complete with your firm’s branding.
SVP OF PRIVATE WEALTH MANAGEMENT
CEO OF BRYN MAWR CAPITAL MANAGEMENT
