The Estate Planners Group

It is neither. The firm functions as an estate planning advisory practice, focused on tax-efficient wealth transfer vehicles such as trusts and family limited partnerships. It does not manage discretionary investment portfolios or deploy capital into private markets.

Common structures in this area of practice include grantor retained annuity trusts, irrevocable life insurance trusts, and charitable remainder trusts. The goal is generally to freeze estate values, shift appreciation to heirs, and manage liquidity for estate tax obligations.

No. Because the firm provides fee-based advisory services rather than discretionary asset management, AUM is not a relevant or disclosed metric. The firm's value is measured by tax savings and wealth-transfer efficiency rather than portfolio size.

Estate planning boutiques like The Estate Planners Group are part of the constellation of external advisors—alongside attorneys, tax accountants, and insurance specialists—that family offices and high-net-worth families retain. They typically work alongside, rather than in competition with, investment offices.

No named principals are a matter of public record as of this writing. The firm appears to maintain a low profile consistent with many boutique professional-services firms serving private wealth clients.