Death of a Loved One

We can help navigate

the complex emotional and financial issues of estate planning
From meeting with an estate planning attorney to deciding whether it makes fiscal sense for you to sell or keep an inherited property, our wealth management representatives are here to help make this time of transition much easier.

(Visited 67 times, 1 visits today)
“My investment returns have consistently beat their respective benchmarks.”

-- Mr. Bilal Haffejee

“The efficiency, honesty, and level of detail of the Dharnas is unmatched.”

-- Mr. Chani Luthra

Find an estate planning lawyer, assess new

financial objectives, and speak with a life insurance consultant.

We understand your need for emergency financial help in the wake of great loss, and that family wealth management may be the last thing on your mind at this moment. We can help you move forward with estate planning at your own pace.

You Might Also Be Interested In…

Would you like to learn more about another service related to wealth management? Click on the icons below to explore similar areas of financial planning you may have overlooked.

Family Illness

Save Money

Eliminate Debt

Create an Emergency Fund

Prepare for Death