Updated:
The Estate Planners Group
THE ESTATE PLANNERS GROUP is an SEC-registered investment adviser in YARDLEY, PA, registered since 2017. The firm manages $422 million in assets on a...
Overview
THE ESTATE PLANNERS GROUP is an SEC-registered investment adviser in YARDLEY, PA, registered since 2017. The firm manages $422 million in assets on a discretionary basis. It has 5 employees and 5 investment advisers.
General information
Location
Region
North America
Country
United States
Frequently asked questions
What types of structures does The Estate Planners Group typically implement?
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.
Does The Estate Planners Group disclose assets under management?
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.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: