Estate & Tax Planning for High Net Worth Individuals

Having an Estate Plan is one of the most important things you can do for your family. Putting a plan together is not solely about how to deal with estate taxes, it is about developing and implementing a plan to take care of your loved ones in the event that something happens to you. There are a variety of issues to address when developing an effective estate plan.

Estate planning requires the assistance of your attorney and CPA. Your Standard Investment representative can assist you and your team in gathering the appropriate records required for developing your plan and determining which estate planning strategies are best for your specific situation.

Your SICI representative can assist you in monitoring your plan and making the necessary changes as your life circumstances change.

Standard Investment offers the following Estate Planning services and products

  • General estate planning advisory services
  • Lifetime and charitable gifting strategies
  • Tax efficient wealth transfer strategies
  • Retirement fund distribution planning
  • Wealth preservation strategies
  • Private-business succession planning
  • Family-trust planning
  • Complex tax efficient estate plans for high net worth individuals
  • Stock option exercise planning
  • Investment management for nonprofits
  • Planned giving consulting services
  • Wealth transfer strategies
  • Business succession planning

To contact Standard Investment Chartered, Inc. regarding any of its services, use the contact page.

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Follow up, individualized responses to consumers in a particular state by Standard Investment Chartered, Inc. that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state's broker-dealer, investment adviser, BD agent or IA rep requirements, or pursuant to an applicable state exemption or exclusion.

For information concerning the licensure status or disciplinary history of Standard Investment Chartered, Inc., a consumer should contact his or her state securities law administrator.

Securities products and services are offered by Standard Investment Chartered, Inc., a FINRA member firm.
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