Estate Planning
Overview
At Definitive, we take a holistic view of your investments, considering your entire financial and estate landscape to ensure your wealth is structured with purpose and continuity. By aligning your portfolio with your long-term objectives, including wealth transfer and legacy planning, we help protect your assets for future generations while providing clarity and confidence today. Where appropriate, we collaborate with trusted professionals to ensure every aspect of your financial life works in harmony.
What we deliver:
- Portfolios aligned with your personal and family goals.
- Efficient structures for wealth and legacy planning.
- Long-term confidence through cohesive financial integration.
Jackie Solomon
MANAGING DIRECTOR
Mark Fussell
Senior Portfolio Manager
FAQs
It’s the process of arranging how your wealth will be managed and transferred after your lifetime.
It protects your assets, ensures your wishes are respected, and reduces taxes for your heirs.
Yes, a will is one part of estate planning, but a full plan considers trusts, taxes, and asset structures.
The earlier, the better — it provides clarity and flexibility as your wealth grows.
Yes, a well-structured estate plan brings transparency and reduces uncertainty for your beneficiaries.
ETFs, or Exchange Traded Funds, are transparent, cost effective funds that trade on stock exchanges. They form the backbone of our passive investment approach, giving clients diversification, liquidity, and efficiency while avoiding the higher costs and lack of transparency often found in active funds.
