Many of our clients require sophisticated financial services to manage their assets and plan for the future. We offer a range of services that bring peace of mind to clients by giving them a sense of control and a thorough grasp of financial issues.

Estate Services

We help clients retain the wealth they accumulate by minimizing the impact of gift and estate taxes through careful planning.

Trust Services

We are able to help clients and their heirs through the transition following the death of a loved one. We can assist trustees in understanding their duties as trustee, and in the allocation of assets and income. We will, in certain cases, act as successor trustee.

Personal Business Management

For elderly clients, those who travel, or those who are otherwise unable to attend to bill paying and other routine financial tasks, SG can design a program to handle financial details. Programs can be as simple as bill paying during an extended vacation, or as complex as complete business management in cases of incapacitation.

Compliance Service

We are well versed in estate and trust tax laws, and in the probate code. We help clients with preparation of the required estate and trust taxes, as well as accountings to the court.