SHG PLANNING

The team at SHG Planning is dedicated to helping you maximize the preservation of your wealth. Working with you and your advisors, we help you with estate planning using our holistic and integrated methodology. We're here to understand your wishes, any tax or estate planning implications, succession of wealth (including your business), and the value of your assets. Our 360 degree approach is why we're seen as experts in our field... SHG Planning, Inc. located in New York City specializes in nurturing, protecting and allocating family wealth through the generations. We generally initiate our role with the creator of wealth, most often a business owner, and then provide our services throughout the generations that follow.

Also known as: SHG Planning, Inc.

Primary location: Melville United States