Estate Planning & Wealth Transfer

You’ve built the best life possible for yourself and your family. Now, make sure your legacy and wealth can be passed on to the people and the causes that mean the most to you. Quotient Wealth Partners offers a full suite of estate planning and wealth transfer services, such as wills, power of attorney, and trusts. We also offer charitable gift strategies using tax-advantaged vehicles including donor-advised funds or private foundations, to help with the distribution of your wealth to nonprofit charities.

We look at several areas with you, including: