Plan ahead and take control of your wealth.
Wealth preservation can be complex, but planning makes it infinitely simpler. From tax minimization to retirement planning, business continuity, and beyond, you need a strategy for achieving your long-term financial goals.
At Coker James, we build plans that preserve wealth and position your family for long-term prosperity.
When it’s time for wealth and estate planning, it’s time to partner with experts in taxation, retirement plans, business succession, and insurance. Our team can help you achieve today’s financial goals while preserving your wealth for future generations.
Comprehensive estate planning includes all of your financial life.
Your estate plan has many facets. For this reason, our service covers all your personal and business financial priorities – so you’re left with zero areas of uncertainty.
Concierge services for high-net-worth families.
As your wealth increases, managing it can become complex. Our family office services provide you with comprehensive planning and ongoing financial management.
Planning does not end when documents are signed.
At Coker James, we work continuously with owners, their families, and advisory teams to implement and monitor your plan while satisfying all reporting requirements.