Legacy & Estate Planning

Sophisticated advanced planning concepts in life and long-term care insurance, wealth transfer and business succession planning for high net worth and ultra-high net worth clients. Commingling client’s morals, beliefs and ideals with their desire to leave assets to family, friends and charities in the most tax efficient ways available.

Request An Appointment
Image
We help clients create integrated estate planning strategies to meet their goals, including designs to preserve wealth across generations. Legacy and estate planning usually require essential tools like wills, trusts, multi-generational strategies and philanthropy. Suqutra assists clients with the right strategies for their unique situations and manage the underlying assets that make them work.
A culture based on collaboration

As planners, we coordinate strategies and work with our client’s team of other professionals; tax advisors, attorneys and business managers to ensure our clients have a cohesive financial strategy that encompasses all aspects of their financial life.

Image

Suqutra Investments provides wealth planning and asset management services to clients of all ages and life stages. We use the latest technology to meet with our clients virtually to enhance their convenience.

Suqutra Investments and any associates have a duty to act solely in the best interests of our clients. We are entrusted with their funds and personal information, which in turn places a high standard on our conduct and integrity.

Schedule an Appointment
Our Code of Ethics