Thoughtful estate planning goes beyond wills and trusts. It’s a conversation about what you’ve built, who you want to benefit, and how your legacy can extend across generations.
At Promus Advisors, we work closely with you and yours to bring clarity and intention to that process—ensuring your wishes are understood, documented, and carried forward.
Because everyone has a story, and few decide how it’s told. We’re here to help you co-author one you can be proud of—one that makes a difference for the people and causes that matter most in life.
No one likes to think about the unexpected, so we plan for what you can rely on—the wealth you’ve built over the years and how to best preserve it. With a clear estate plan, your family knows exactly how to honor your wishes, reinforce your legacy, and build on the foundation of success you laid.
Thoughtful estate planning puts the right tools in place to maximize what you leave behind by minimizing taxes, avoiding probate, and making sure your wealth reaches your family exactly the way you intended. Every dollar you protect today is one more dollar your loved ones get to keep tomorrow.
Protecting everything you’ve accomplished—and everything your family will accomplish with your support—needs more than just a will. Our estate planning services cover every aspect of your legacy. We leave nothing to chance, giving your loved ones a clear picture of exactly what to expect and what they’re working towards together—all without losing sight of individual goals.
Make sure your wishes are clearly documented so your family is cared for exactly how they’ve always been.
Protect what you’ve accomplished and make sure it reaches the right people at the right time.
Pass on more of what you’ve worked hard to achieve with clear,
tax-smart transfer strategies.
Keep more of what you’ve earned with advanced, effective strategies that reduce your estate’s tax burden.
Know exactly who receives what and when with a clear beneficiary plan built around their goals—and yours.
Support the causes closest to your heart and leave your mark on the world, anonymously or in name.
Finding an estate planning partner you can truly trust is vital. At Promus, independence and integrity guide every recommendation; we help organize your assets, wishes, and values for lasting impact. It’s your decisions that made your wealth in the first place, and we’ll ensure it’s your decisions that keep it going for generations to come.
An estate consists of everything you own — your home, investments, bank accounts, retirement funds, life insurance policies, and any debts in your name.
A will dictates how you want your assets distributed after you pass away. A trust goes one step further by transferring assets directly to your beneficiaries, giving you more control over how and when they receive them.
You should revisit and update your estate plan after any life-changing event, such as marriage, divorce, or having children.
Probate is the legal process of dividing a person’s assets after they pass away. A probate can be lengthy and costly, but a clear estate plan can help your family avoid it altogether.
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Promus Asset Management, LLC is a registered investment advisor. Investment Advisory Services are offered through Promus Asset Management, LLC, which is independently owned and operated, and separate from Promus Advisors, LLC. Promus Asset Management, LLC will never be paid on products, commissions or referrals.
Pershing Advisor Solutions is a registered broker-dealer, and is not affiliated with any Promus entity nor with any advisor whose name appears on this website. Pershing Advisor Solutions neither endorses nor recommends any particular advisor or investment strategy suggested by either Promus Advisors, LLC or Promus Asset Management, LLC. Pershing Advisor Solutions has agreements with Promus Asset Management, LLC under which Pershing Advisor Solutions provides custodial services related to your account. Pershing Advisor Solutions does not review the Promus Advisors website, and makes no representation regarding the content of the website. The information contained in the Promus Advisors website should not be considered a recommendation by Pershing Advisor Solutions or a solicitation of any offer to purchase or sell securities.
