The Cost of Outdated Planning
Even high-achieving families with trusted legal teams can miss critical updates or opportunities in their estate planning:
- Trusts that no longer reflect current laws or family structure
- Over-reliance on outdated wills or gifting strategies
- Lack of alignment between estate plan and portfolio liquidity
With Brickley's combined CPA and advisory, we can help you:
Review and refine existing trust and estate documents
Coordinate estate strategies with your investment and tax plans
Structure wealth transfer for privacy, efficiency, and control
Support multigenerational planning—including heirs and values
Tax-Efficient Strategies for Multi-Generational Family Wealth Planning
Family wealth planning goes beyond investments—it’s about building a lasting legacy. Learn how trusts, gifting strategies, and education funding can help transfer wealth efficiently while minimizing taxes.
Our Top 6 Guiding Points for Estate Planning
Ensure your legacy is well-structured and your loved ones are protected.
Secure Your Children's Future: The Importance of Trust and Estate Planning
Every now and then we come across high earners that have children but no trust/estate plan in place. This is problematic, costly, and time consuming if something happens to the parents.
Let’s create your big picture together
Taking a comprehensive and customized approach to all of your finances can be an effective way to help achieve your present and future goals. Brickley combines wealth management and tax planning to provide a responsive and streamlined process.
Together we'll design the most optimized plan that considers the important moments of your life.
- Financial Planning
- Tax Planning & Returns
- Investment Management
- Trust & Estate Planning
- Retirement Planning
- Company Stock & Equity
- Special Needs Planning
- Education Planning
- Philanthropy
