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What is the legacy you want to leave behind?

Create a dynasty with the wealth you have built, knowing the lasting impact it will have on your family, business, and community.


AIS will help you integrate your legacy planning into your overall investment plan, including estate coordination and asset management.

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After building your wealth over decades, you want to ensure it is passed on with intentionality and forethought. AIS works with your attorney and accountant to ensure success.

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Charitable Giving

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Maximize the financial impact to the organizations you care deeply about and we will guide you through employing Donor Advised Funds (DAFs) or Charitable Trusts.

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AIS coordinates with your estate planning attorney and CPA to initiate and oversee strategies designed to reduce your estate taxes. 

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Business Succession

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We help you execute your vision of the next generation of business leaders while ensuring a smooth transition of ownership and management.

Research Team

Contact Us

We are experts at customizing a strategy for each client's needs. 

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