Estate & Wealth Transfer Planning


Transferring your wealth to the people, organizations and institutions you care about most takes careful planning and preparation. It also requires us to have a deep understanding of who you are and what specific objectives you’re trying to accomplish. Working in coordination with your estate attorney, we do a thorough review of all of your estate documents, preparing diagrams to visually show you how your estate will be distributed and what tax consequences may impact it. We will model and illustrate those specific wealth transfer solutions that make sense for your family’s situation on both economic and personal levels. We also know that circumstances change — so we pay close attention to how your life is evolving to assess whether your documents are still appropriate and in alignment with the goals and objectives you have.

COVID-19 UPDATE: We take the health of our employees, clients and community as a top priority. During the COVID-19 crisis, the team at Bordeaux Wealth Advisors will be working remotely and are committed to remaining accessible to those we serve. We will continue to provide financial guidance and advice to help you navigate this challenging financial environment. Please do not hesitate to contact us at 650-289-2927