Ellen Hennessey <br />Wealth Planning & Taxation
Ellen Hennessey
Wealth Planning & Taxation

Through in-depth conversations with our clients and their legal and tax advisors, we help effectively implement their estate and tax plans mindful of the effect on future generations.

Estate and Tax Planning

A tailored and well-crafted estate plan helps to assure your legacy will be passed on according to your vision while seeking to provide protection against wealth reduction due to taxes and other risks.

Succession Planning Strategies

Our Trust Advisory Group consists of experienced professionals who work closely with you and your legal and tax advisors to develop and implement a sound estate plan.

Together, we evaluate your specific objectives, which typically include:

  • Transferring wealth to spouses, children, grandchildren and other family members
  • Minimizing federal and state taxes on wealth transfers
  • Assessing charitable giving strategies
  • Effective long-term management of a family's investments
Baltimore, MD

100 International Drive
5th Floor
Baltimore, MD 21202
(844) 200-1919

Cincinnati, OH

600 Vine Street
Suite 2000
Cincinnati, OH 45202
(800) 654-5777

New York, NY

640 Fifth Avenue
9th Floor
New York, NY 10019
(866) 566-0425

Philadelphia, PA

Two Logan Square
Suite 1850
Philadelphia, PA 19103
(800) 806-2732

What We're Thinking

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The United States is spending more than $125 billion on cancer care each year, but our expensive modern medicine has plenty of room for improvement as only 66% of cancer patients live longer than five years, according to the National Institutes of Health (NIH). Investors are beginning to take notic »